Bragg Financial Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-30,239
| Closed | -$532K | – | 269 |
|
|
2019
Q3 | $532K | Sell |
30,239
-2,056
| -6% | -$36.2K | 0.06% | 192 |
|
|
2019
Q2 | $556K | Buy |
32,295
+122
| +0.4% | +$2.1K | 0.07% | 188 |
|
|
2019
Q1 | $541K | Sell |
32,173
-576
| -2% | -$9.69K | 0.07% | 185 |
|
|
2018
Q4 | $509K | Sell |
32,749
-223
| -0.7% | -$3.47K | 0.08% | 183 |
|
|
2018
Q3 | $648K | Hold |
32,972
| – | – | 0.09% | 176 |
|
|
2018
Q2 | $671K | Hold |
32,972
| – | – | 0.1% | 170 |
|
|
2018
Q1 | $671K | Sell |
32,972
-1,024
| -3% | -$20.8K | 0.1% | 175 |
|
|
2017
Q4 | $806K | Hold |
33,996
| – | – | 0.12% | 169 |
|
|
2017
Q3 | $768K | Sell |
33,996
-587
| -2% | -$13.3K | 0.12% | 170 |
|
|
2017
Q2 | $810K | Hold |
34,583
| – | – | 0.13% | 170 |
|
|
2017
Q1 | $805K | Hold |
34,583
| – | – | 0.13% | 171 |
|
|
2016
Q4 | $720K | Hold |
34,583
| – | – | 0.12% | 181 |
|
|
2016
Q3 | $589K | Sell |
34,583
-223
| -0.6% | -$3.8K | 0.11% | 191 |
|
|
2016
Q2 | $540K | Sell |
34,806
-2,522
| -7% | -$39.1K | 0.1% | 193 |
|
|
2016
Q1 | $540K | Sell |
37,328
-657
| -2% | -$9.5K | 0.1% | 191 |
|
|
2015
Q4 | $591K | Sell |
37,985
-491
| -1% | -$7.64K | 0.13% | 175 |
|
|
2015
Q3 | $698K | Sell |
38,476
-251
| -0.6% | -$4.55K | 0.17% | 153 |
|
|
2015
Q2 | $842K | Hold |
38,727
| – | – | 0.19% | 145 |
|
|
2015
Q1 | $773K | Sell |
38,727
-146
| -0.4% | -$2.91K | 0.18% | 149 |
|
|
2014
Q4 | $780K | Sell |
38,873
-508
| -1% | -$10.2K | 0.19% | 151 |
|
|
2014
Q3 | $840K | Sell |
39,381
-1,748
| -4% | -$37.3K | 0.21% | 142 |
|
|
2014
Q2 | $965K | Sell |
41,129
-1,371
| -3% | -$32.2K | 0.23% | 137 |
|
|
2014
Q1 | $1.07M | Sell |
42,500
-670
| -2% | -$16.8K | 0.26% | 130 |
|
|
2013
Q4 | $1.1M | Sell |
43,170
-96
| -0.2% | -$2.44K | 0.27% | 132 |
|
|
2013
Q3 | $1.06M | Sell |
43,266
-246
| -0.6% | -$6K | 0.27% | 130 |
|
|
2013
Q2 | $1.02M | Buy |
+43,512
| New | +$1.02M | 0.28% | 128 |
|