Financial Counselors Inc’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
Q1 | – | Sell |
-11,888
| Closed | -$185K | – | 538 |
|
|
2018
Q4 | $185K | Buy |
+11,888
| New | +$185K | 0.01% | 435 |
|
|
2018
Q3 | – | Sell |
-9,855
| Closed | -$201K | – | 508 |
|
|
2018
Q2 | $201K | Sell |
9,855
-207
| -2% | -$4.22K | 0.01% | 464 |
|
|
2018
Q1 | $205K | Buy |
10,062
+877
| +10% | +$17.9K | 0.01% | 452 |
|
|
2017
Q4 | $218K | Hold |
9,185
| – | – | 0.01% | 444 |
|
|
2017
Q3 | $208K | Hold |
9,185
| – | – | 0.01% | 453 |
|
|
2017
Q2 | $215K | Hold |
9,185
| – | – | 0.01% | 452 |
|
|
2017
Q1 | $214K | Sell |
9,185
-2,060
| -18% | -$48K | 0.01% | 461 |
|
|
2016
Q4 | $234K | Buy |
+11,245
| New | +$234K | 0.01% | 435 |
|
|
2016
Q2 | $207K | Sell |
13,320
-586
| -4% | -$9.11K | 0.01% | 411 |
|
|
2016
Q1 | $201K | Hold |
13,906
| – | – | 0.01% | 415 |
|
|
2015
Q4 | $216K | Sell |
13,906
-101
| -0.7% | -$1.57K | 0.01% | 404 |
|
|
2015
Q3 | $254K | Buy |
14,007
+447
| +3% | +$8.11K | 0.02% | 378 |
|
|
2015
Q2 | $295K | Buy |
13,560
+436
| +3% | +$9.49K | 0.02% | 375 |
|
|
2015
Q1 | $262K | Buy |
13,124
+1,028
| +8% | +$20.5K | 0.02% | 392 |
|
|
2014
Q4 | $243K | Buy |
+12,096
| New | +$243K | 0.02% | 383 |
|