Bridges Investment Management’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
Q3 | – | Sell |
-12,288
| Closed | -$212K | – | 427 |
|
|
2019
Q2 | $212K | Hold |
12,288
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $207K | Hold |
12,288
| – | – | 0.01% | 333 |
|
|
2018
Q4 | $191K | Hold |
12,288
| – | – | 0.01% | 337 |
|
|
2018
Q3 | $242K | Hold |
12,288
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $250K | Hold |
12,288
| – | – | 0.01% | 241 |
|
|
2018
Q1 | $250K | Sell |
12,288
-336
| -3% | -$6.84K | 0.01% | 231 |
|
|
2017
Q4 | $299K | Buy |
+12,624
| New | +$299K | 0.02% | 175 |
|