FormulaFolio Investments’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-43,936
| Closed | -$1.04M | – | 288 |
|
2017
Q4 | $1.04M | Sell |
43,936
-2,421
| -5% | -$57.4K | 0.07% | 96 |
|
2017
Q3 | $1.05M | Buy |
46,357
+2,797
| +6% | +$63.2K | 0.08% | 76 |
|
2017
Q2 | $1.02M | Buy |
43,560
+29,070
| +201% | +$681K | 0.09% | 67 |
|
2017
Q1 | $337K | Buy |
14,490
+416
| +3% | +$9.68K | 0.04% | 149 |
|
2016
Q4 | $293K | Buy |
+14,074
| New | +$293K | 0.04% | 147 |
|