Aviva’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37,745
| Closed | -$1.2M | – | 995 |
|
|
2023
Q1 | $1.2M | Sell |
37,745
-54,994
| -59% | -$1.99M | 0.01% | 840 |
|
|
2022
Q4 | $3.04M | Sell |
92,739
-12,087
| -12% | -$402K | 0.01% | 660 |
|
|
2022
Q3 | $2.96M | Buy |
104,826
+71,897
| +218% | +$2.18M | 0.02% | 655 |
|
|
2022
Q2 | $870K | Buy |
+32,929
| New | +$973K | ﹤0.01% | 983 |
|
|
2020
Q3 | – | Sell |
-80,494
| Closed | -$1.2M | – | 922 |
|
|
2020
Q2 | $1.2M | Buy |
80,494
+19,124
| +31% | +$256K | 0.01% | 862 |
|
|
2020
Q1 | $802K | Sell |
61,370
-4,916
| -7% | -$93.8K | 0.01% | 863 |
|
|
2019
Q4 | $1.35M | Sell |
66,286
-2,139
| -3% | -$40.5K | 0.01% | 868 |
|
|
2019
Q3 | $1.2M | Sell |
68,425
-38,672
| -36% | -$688K | 0.01% | 714 |
|
|
2019
Q2 | $1.84M | Sell |
107,097
-8,772
| -8% | -$150K | 0.01% | 677 |
|
|
2019
Q1 | $1.95M | Sell |
115,869
-9,047
| -7% | -$160K | 0.01% | 660 |
|
|
2018
Q4 | $1.94M | Sell |
124,916
-45,370
| -27% | -$831K | 0.01% | 639 |
|
|
2018
Q3 | $3.35M | Sell |
170,286
-11,539
| -6% | -$241K | 0.02% | 620 |
|
|
2018
Q2 | $3.7M | Sell |
181,825
-1,907
| -1% | -$39.9K | 0.02% | 598 |
|
|
2018
Q1 | $3.74M | Sell |
183,732
-14,596
| -7% | -$331K | 0.02% | 593 |
|
|
2017
Q4 | $4.7M | Sell |
198,328
-26,507
| -12% | -$611K | 0.03% | 566 |
|
|
2017
Q3 | $5.08M | Buy |
224,835
+4,624
| +2% | +$104K | 0.03% | 563 |
|
|
2017
Q2 | $5.16M | Buy |
220,211
+2,670
| +1% | +$60.8K | 0.03% | 564 |
|
|
2017
Q1 | $5.07M | Sell |
217,541
-16,792
| -7% | -$375K | 0.03% | 574 |
|
|
2016
Q4 | $4.88M | Buy |
234,333
+13,010
| +6% | +$243K | 0.03% | 576 |
|
|
2016
Q3 | $3.77M | Buy |
221,323
+6,436
| +3% | +$107K | 0.02% | 617 |
|
|
2016
Q2 | $3.33M | Buy |
214,887
+31,947
| +17% | +$488K | 0.02% | 606 |
|
|
2016
Q1 | $2.65M | Sell |
182,940
-1,441
| -0.8% | -$20.3K | 0.02% | 647 |
|
|
2015
Q4 | $2.87M | Sell |
184,381
-499
| -0.3% | -$8.34K | 0.02% | 636 |
|
|
2015
Q3 | $3.35M | Sell |
184,880
-4,297
| -2% | -$86.3K | 0.03% | 599 |
|
|
2015
Q2 | $4.11M | Sell |
189,177
-2,156
| -1% | -$46K | 0.03% | 585 |
|
|
2015
Q1 | $3.82M | Buy |
191,333
+45,542
| +31% | +$941K | 0.03% | 634 |
|
|
2014
Q4 | $2.93M | Sell |
145,791
-279
| -0.2% | -$5.76K | 0.02% | 652 |
|
|
2014
Q3 | $3.12M | Sell |
146,070
-9,123
| -6% | -$205K | 0.02% | 635 |
|
|
2014
Q2 | $3.64M | Buy |
155,193
+8,520
| +6% | +$198K | 0.03% | 585 |
|
|
2014
Q1 | $3.68M | Buy |
146,673
+7,920
| +6% | +$195K | 0.03% | 553 |
|
|
2013
Q4 | $3.52M | Buy |
138,753
+27,038
| +24% | +$684K | 0.03% | 560 |
|
|
2013
Q3 | $2.72M | Buy |
111,715
+29,573
| +36% | +$708K | 0.02% | 609 |
|
|
2013
Q2 | $1.93M | Buy |
+82,142
| New | +$2.16M | 0.02% | 623 |
|
Other funds holding JEF
FPA
DSC
