First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-37,465
| Closed | -$780K | – | 327 |
|
|
2016
Q4 | $780K | Sell |
37,465
-31,643
| -46% | -$659K | 0.05% | 159 |
|
|
2016
Q3 | $1.18M | Sell |
69,108
-828
| -1% | -$14.1K | 0.08% | 125 |
|
|
2016
Q2 | $1.09M | Sell |
69,936
-14,131
| -17% | -$219K | 0.08% | 125 |
|
|
2016
Q1 | $1.22M | Sell |
84,067
-2,581
| -3% | -$37.4K | 0.09% | 117 |
|
|
2015
Q4 | $1.35M | Buy |
+86,648
| New | +$1.35M | 0.09% | 114 |
|