Financial Architects (New Jersey)’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 |
-950
| Closed | -$16K | – | 1034 |
|
|
2019
Q2 | $16K | Hold |
950
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $16K | Hold |
950
| – | – | ﹤0.01% | 855 |
|
|
2018
Q4 | $15K | Sell |
950
-1,117
| -54% | -$17.6K | ﹤0.01% | 792 |
|
|
2018
Q3 | $41K | Hold |
2,067
| – | – | 0.01% | 594 |
|
|
2018
Q2 | $42K | Hold |
2,067
| – | – | 0.01% | 616 |
|
|
2018
Q1 | $42K | Hold |
2,067
| – | – | 0.01% | 585 |
|
|
2017
Q4 | $49K | Hold |
2,067
| – | – | 0.01% | 604 |
|
|
2017
Q3 | $47K | Hold |
2,067
| – | – | 0.01% | 633 |
|
|
2017
Q2 | $48K | Hold |
2,067
| – | – | 0.01% | 601 |
|
|
2017
Q1 | $48K | Hold |
2,067
| – | – | 0.01% | 601 |
|
|
2016
Q4 | $43K | Sell |
2,067
-1,787
| -46% | -$37.2K | 0.01% | 599 |
|
|
2016
Q3 | $65K | Hold |
3,854
| – | – | 0.02% | 490 |
|
|
2016
Q2 | $60K | Buy |
3,854
+1,787
| +86% | +$27.8K | 0.02% | 496 |
|
|
2016
Q1 | $30K | Buy |
+2,067
| New | +$30K | 0.01% | 490 |
|
|
2015
Q3 | – | Sell |
-6,731
| Closed | -$146K | – | 563 |
|
|
2015
Q2 | $146K | Sell |
6,731
-1,340
| -17% | -$29.1K | 0.05% | 235 |
|
|
2015
Q1 | $161K | Sell |
8,071
-3,016
| -27% | -$60.2K | 0.06% | 226 |
|
|
2014
Q4 | $223K | Sell |
11,087
-17,707
| -61% | -$356K | 0.1% | 158 |
|
|
2014
Q3 | $614K | Sell |
28,794
-20,360
| -41% | -$434K | 0.3% | 74 |
|
|
2014
Q2 | $1.15M | Sell |
49,154
-2,012
| -4% | -$47.2K | 0.56% | 39 |
|
|
2014
Q1 | $1.28M | Sell |
51,166
-3,044
| -6% | -$76.3K | 0.77% | 28 |
|
|
2013
Q4 | $1.38M | Buy |
54,210
+1,007
| +2% | +$25.5K | 0.8% | 27 |
|
|
2013
Q3 | $1.3M | Buy |
53,203
+10,333
| +24% | +$252K | 0.84% | 25 |
|
|
2013
Q2 | $1M | Buy |
+42,870
| New | +$1M | 0.74% | 27 |
|