CA
CapWealth Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,440
| Closed | -$27K | – | 179 |
|
|
2016
Q3 | $27K | Hold |
1,440
| – | – | 0.01% | 165 |
|
|
2016
Q2 | $25K | Hold |
1,440
| – | – | 0.01% | 175 |
|
|
2016
Q1 | $23K | Hold |
1,440
| – | – | 0.01% | 184 |
|
|
2015
Q4 | $25K | Hold |
1,440
| – | – | 0.01% | 151 |
|
|
2015
Q3 | $29K | Hold |
1,440
| – | – | 0.01% | 141 |
|
|
2015
Q2 | $35K | Hold |
1,440
| – | – | 0.01% | 136 |
|
|
2015
Q1 | $32K | Buy |
+1,440
| New | +$32K | 0.01% | 152 |
|
|
2014
Q4 | – | Sell |
-1,440
| Closed | -$34K | – | 193 |
|
|
2014
Q3 | $34K | Hold |
1,440
| – | – | 0.01% | 148 |
|
|
2014
Q2 | $38K | Hold |
1,440
| – | – | 0.01% | 155 |
|
|
2014
Q1 | $40K | Hold |
1,440
| – | – | 0.01% | 144 |
|
|
2013
Q4 | $41K | Hold |
1,440
| – | – | 0.01% | 152 |
|
|
2013
Q3 | $39K | Hold |
1,440
| – | – | 0.01% | 168 |
|
|
2013
Q2 | $38K | Buy |
+1,440
| New | +$38K | 0.01% | 168 |
|