Dynamic Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-21,209
| Closed | -$417K | – | 66 |
|
|
2018
Q3 | $417K | Buy |
+21,209
| New | +$417K | 0.56% | 45 |
|
|
2018
Q1 | – | Sell |
-21,031
| Closed | -$499K | – | 169 |
|
|
2017
Q4 | $499K | Buy |
+21,031
| New | +$499K | 0.17% | 149 |
|
|
2016
Q3 | – | Sell |
-57,063
| Closed | -$885K | – | 415 |
|
|
2016
Q2 | $885K | Buy |
57,063
+45,156
| +379% | +$700K | 0.1% | 279 |
|
|
2016
Q1 | $172K | Sell |
11,907
-44,470
| -79% | -$642K | 0.06% | 285 |
|
|
2015
Q4 | $878K | Buy |
+56,377
| New | +$878K | 0.42% | 64 |
|
|
2015
Q2 | – | Sell |
-26,068
| Closed | -$520K | – | 305 |
|
|
2015
Q1 | $520K | Buy |
+26,068
| New | +$520K | 0.19% | 121 |
|
|
2014
Q4 | – | Sell |
-64,282
| Closed | -$1.37M | – | 337 |
|
|
2014
Q3 | $1.37M | Buy |
+64,282
| New | +$1.37M | 0.35% | 99 |
|
|
2013
Q3 | – | Sell |
-91,955
| Closed | -$2.16M | – | 452 |
|
|
2013
Q2 | $2.16M | Buy |
+91,955
| New | +$2.16M | 0.57% | 48 |
|