Edge Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Hold	0	–	–	–	626
2019 Q3	–	Hold	0	–	–	–	627
2018 Q2	–	Hold	0	–	–	–	607
2018 Q1	–	Hold	0	–	–	–	572
2017 Q4	–	Hold	0	–	–	–	556
2017 Q2	–	Sell	-55,856	Closed	-$1.3M	–	555
2017 Q1	$1.3M	Sell	55,856 -167,570	-75%	-$3.75M	0.45%	38
2016 Q4	$4.65M	Hold	223,426	–	–	1.76%	18
2016 Q3	$3.81M	Hold	223,426	–	–	1.62%	22
2016 Q2	$3.45M	Buy	+223,426	New	+$3.41M	1.44%	26
2015 Q1	–	Sell	-55,856	Closed	-$1.13M	–	473
2014 Q4	$1.13M	Buy	55,856 +50,938	+1,036%	+$1.05M	0.41%	42
2014 Q3	$105K	Buy	4,918 +4,136	+529%	+$93.1K	0.04%	128
2014 Q2	$18K	Hold	782	–	–	0.01%	258
2014 Q1	$20K	Hold	782	–	–	0.01%	239
2013 Q4	$20K	Hold	782	–	–	0.01%	222
2013 Q3	$19K	Hold	782	–	–	0.01%	200
2013 Q2	$18K	Buy	+782	New	+$20.6K	0.01%	193