First Allied Advisory Services’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-8,949
| Closed | -$207K | – | 1540 |
|
2017
Q3 | $207K | Sell |
8,949
-7,941
| -47% | -$184K | 0.01% | 1002 |
|
2017
Q2 | $401K | Buy |
16,890
+592
| +4% | +$14.1K | 0.02% | 694 |
|
2017
Q1 | $392K | Buy |
16,298
+30
| +0.2% | +$722 | 0.02% | 679 |
|
2016
Q4 | $339K | Buy |
+16,268
| New | +$339K | 0.02% | 732 |
|
2016
Q3 | – | Sell |
-11,546
| Closed | -$173K | – | 1067 |
|
2016
Q2 | $173K | Buy |
11,546
+168
| +1% | +$2.52K | 0.01% | 957 |
|
2016
Q1 | $160K | Buy |
+11,378
| New | +$160K | 0.01% | 932 |
|
2015
Q4 | – | Sell |
-12,818
| Closed | -$224K | – | 1129 |
|
2015
Q3 | $224K | Buy |
+12,818
| New | +$224K | 0.01% | 861 |
|