Fernwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$22.1K | – | 454 |
|
|
2024
Q1 | $22.1K | Buy |
+500
| New | +$22.1K | 0.01% | 442 |
|
|
2018
Q4 | – | Sell |
-27,761
| Closed | -$546K | – | 162 |
|
|
2018
Q3 | $546K | Sell |
27,761
-2,234
| -7% | -$43.9K | 0.29% | 89 |
|
|
2018
Q2 | $611K | Sell |
29,995
-1,005
| -3% | -$20.5K | 0.33% | 79 |
|
|
2018
Q1 | $631K | Sell |
31,000
-5,586
| -15% | -$114K | 0.35% | 75 |
|
|
2017
Q4 | $868K | Hold |
36,586
| – | – | 0.46% | 61 |
|
|
2017
Q3 | $827K | Sell |
36,586
-559
| -2% | -$12.6K | 0.52% | 51 |
|
|
2017
Q2 | $870K | Sell |
37,145
-1,340
| -3% | -$31.4K | 0.63% | 46 |
|
|
2017
Q1 | $896K | Buy |
38,485
+5,586
| +17% | +$130K | 0.71% | 43 |
|
|
2016
Q4 | $685K | Buy |
+32,899
| New | +$685K | 0.66% | 46 |
|