Gamble Jones Investment Counsel’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,844
| Closed | -$257K | – | 216 |
|
|
2015
Q2 | $257K | Hold |
11,844
| – | – | 0.03% | 201 |
|
|
2015
Q1 | $236K | Hold |
11,844
| – | – | 0.02% | 209 |
|
|
2014
Q4 | $238K | Hold |
11,844
| – | – | 0.02% | 213 |
|
|
2014
Q3 | $253K | Hold |
11,844
| – | – | 0.03% | 204 |
|
|
2014
Q2 | $278K | Sell |
11,844
-8,936
| -43% | -$210K | 0.03% | 197 |
|
|
2014
Q1 | $521K | Sell |
20,780
-419
| -2% | -$10.5K | 0.06% | 159 |
|
|
2013
Q4 | $538K | Buy |
21,199
+1
| +0% | +$25 | 0.06% | 154 |
|
|
2013
Q3 | $517K | Hold |
21,198
| – | – | 0.07% | 154 |
|
|
2013
Q2 | $498K | Buy |
+21,198
| New | +$498K | 0.07% | 156 |
|