Carroll Financial Associates’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-659
| Closed | -$21K | – | 1856 |
|
|
2021
Q2 | $21K | Hold |
659
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q1 | $18K | Hold |
659
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q4 | $15K | Sell |
659
-284
| -30% | -$6.46K | ﹤0.01% | 1002 |
|
|
2020
Q3 | $16K | Sell |
943
-334
| -26% | -$5.67K | ﹤0.01% | 919 |
|
|
2020
Q2 | $18K | Hold |
1,277
| – | – | ﹤0.01% | 884 |
|
|
2020
Q1 | $16K | Sell |
1,277
-1
| -0.1% | -$13 | ﹤0.01% | 831 |
|
|
2019
Q4 | $26K | Sell |
1,278
-7,322
| -85% | -$149K | ﹤0.01% | 814 |
|
|
2019
Q3 | $151K | Sell |
8,600
-717
| -8% | -$12.6K | 0.01% | 422 |
|
|
2019
Q2 | $160K | Sell |
9,317
-290
| -3% | -$4.98K | 0.01% | 389 |
|
|
2019
Q1 | $161K | Buy |
+9,607
| New | +$161K | 0.02% | 354 |
|
|
2018
Q2 | – | Sell |
-21
| Closed | – | – | 1290 |
|
|
2018
Q1 | $0 | Sell |
21
-34
| -62% | – | ﹤0.01% | 1290 |
|
|
2017
Q4 | $1K | Sell |
55
-16
| -23% | -$291 | ﹤0.01% | 1179 |
|
|
2017
Q3 | $1K | Sell |
71
-42
| -37% | -$592 | ﹤0.01% | 1149 |
|
|
2017
Q2 | $2K | Sell |
113
-23
| -17% | -$407 | ﹤0.01% | 1094 |
|
|
2017
Q1 | $3K | Sell |
136
-55
| -29% | -$1.21K | ﹤0.01% | 1056 |
|
|
2016
Q4 | $3K | Hold |
191
| – | – | ﹤0.01% | 1013 |
|
|
2016
Q3 | $3K | Sell |
191
-36
| -16% | -$565 | ﹤0.01% | 1031 |
|
|
2016
Q2 | $3K | Hold |
227
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q1 | $3K | Sell |
227
-1,340
| -86% | -$17.7K | ﹤0.01% | 995 |
|
|
2015
Q4 | $24K | Hold |
1,567
| – | – | 0.01% | 543 |
|
|
2015
Q3 | $27K | Hold |
1,567
| – | – | 0.01% | 511 |
|
|
2015
Q2 | $34K | Buy |
+1,567
| New | +$34K | 0.01% | 440 |
|