Claret Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,665
| Closed | -$238K | – | 183 |
|
|
2019
Q4 | $238K | Sell |
11,665
-2,651
| -19% | -$54.1K | 0.05% | 162 |
|
|
2019
Q3 | $252K | Sell |
14,316
-2,052
| -13% | -$36.1K | 0.05% | 157 |
|
|
2019
Q2 | $282K | Sell |
16,368
-1,752
| -10% | -$30.2K | 0.06% | 150 |
|
|
2019
Q1 | $305K | Sell |
18,120
-229
| -1% | -$3.86K | 0.06% | 146 |
|
|
2018
Q4 | $285K | Sell |
18,349
-1,054
| -5% | -$16.4K | 0.06% | 141 |
|
|
2018
Q3 | $381K | Sell |
19,403
-257
| -1% | -$5.05K | 0.07% | 128 |
|
|
2018
Q2 | $400K | Sell |
19,660
-1,082
| -5% | -$22K | 0.08% | 117 |
|
|
2018
Q1 | $422K | Sell |
20,742
-66
| -0.3% | -$1.34K | 0.1% | 109 |
|
|
2017
Q4 | $493K | Buy |
+20,808
| New | +$493K | 0.11% | 106 |
|