Edmond de Rothschild Holding’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
Q1 | – | Sell |
-45,606
| Closed | -$1.07M | – | 735 |
|
|
2020
Q4 | $1.07M | Hold |
45,606
| – | – | 0.04% | 283 |
|
|
2020
Q3 | $785K | Hold |
45,606
| – | – | 0.03% | 278 |
|
|
2020
Q2 | $678K | Hold |
45,606
| – | – | 0.03% | 265 |
|
|
2020
Q1 | $596K | Hold |
45,606
| – | – | 0.03% | 250 |
|
|
2019
Q4 | $932K | Hold |
45,606
| – | – | 0.04% | 249 |
|
|
2019
Q3 | $802K | Sell |
45,606
-3,101
| -6% | -$54.5K | 0.03% | 267 |
|
|
2019
Q2 | $838K | Hold |
48,707
| – | – | 0.03% | 252 |
|
|
2019
Q1 | $819K | Sell |
48,707
-12,847
| -21% | -$216K | 0.03% | 252 |
|
|
2018
Q4 | $957K | Buy |
61,554
+23,683
| +63% | +$368K | 0.03% | 249 |
|
|
2018
Q3 | $744K | Buy |
+37,871
| New | +$744K | 0.02% | 302 |
|
|
2015
Q3 | – | Sell |
-440
| Closed | -$10K | – | 842 |
|
|
2015
Q2 | $10K | Buy |
+440
| New | +$10K | ﹤0.01% | 757 |
|