FDx Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,741
| Closed | -$288K | – | 725 |
|
|
2019
Q2 | $288K | Buy |
16,741
+3,287
| +24% | +$56.5K | 0.01% | 648 |
|
|
2019
Q1 | $226K | Buy |
+13,454
| New | +$226K | 0.01% | 691 |
|
|
2018
Q4 | – | Sell |
-10,565
| Closed | -$208K | – | 693 |
|
|
2018
Q3 | $208K | Buy |
10,565
+66
| +0.6% | +$1.3K | 0.01% | 821 |
|
|
2018
Q2 | $214K | Sell |
10,499
-55,990
| -84% | -$1.14M | 0.01% | 832 |
|
|
2018
Q1 | $1.35M | Buy |
66,489
+3,503
| +6% | +$71.3K | 0.04% | 409 |
|
|
2017
Q4 | $1.49M | Sell |
62,986
-4,351
| -6% | -$103K | 0.04% | 422 |
|
|
2017
Q3 | $1.52M | Sell |
67,337
-5,413
| -7% | -$122K | 0.04% | 406 |
|
|
2017
Q2 | $1.7M | Buy |
72,750
+7,550
| +12% | +$177K | 0.05% | 353 |
|
|
2017
Q1 | $1.52M | Sell |
65,200
-15,577
| -19% | -$362K | 0.05% | 386 |
|
|
2016
Q4 | $1.68M | Sell |
80,777
-4,970
| -6% | -$103K | 0.05% | 335 |
|
|
2016
Q3 | $1.46M | Sell |
85,747
-11,926
| -12% | -$203K | 0.06% | 280 |
|
|
2016
Q2 | $1.52M | Buy |
97,673
+1,611
| +2% | +$25K | 0.07% | 257 |
|
|
2016
Q1 | $1.39M | Sell |
96,062
-364
| -0.4% | -$5.27K | 0.06% | 277 |
|
|
2015
Q4 | $1.5M | Buy |
96,426
+16,129
| +20% | +$251K | 0.07% | 254 |
|
|
2015
Q3 | $1.46M | Sell |
80,297
-1,072
| -1% | -$19.4K | 0.13% | 163 |
|
|
2015
Q2 | $1.77M | Buy |
81,369
+4,064
| +5% | +$88.4K | 0.09% | 207 |
|
|
2015
Q1 | $1.54M | Buy |
77,305
+3,797
| +5% | +$75.7K | 0.03% | 425 |
|
|
2014
Q4 | $1.48M | Buy |
73,508
+6,973
| +10% | +$140K | 0.09% | 211 |
|
|
2014
Q3 | $1.42M | Buy |
66,535
+2,545
| +4% | +$54.3K | 0.09% | 226 |
|
|
2014
Q2 | $1.5M | Buy |
63,990
+17,679
| +38% | +$415K | 0.1% | 225 |
|
|
2014
Q1 | $1.16M | Buy |
46,311
+14,388
| +45% | +$361K | 0.1% | 210 |
|
|
2013
Q4 | $810K | Buy |
31,923
+1,282
| +4% | +$32.5K | 0.08% | 243 |
|
|
2013
Q3 | $747K | Buy |
30,641
+819
| +3% | +$20K | 0.09% | 209 |
|
|
2013
Q2 | $700K | Buy |
+29,822
| New | +$700K | 0.09% | 197 |
|