Homrich & Berg’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
Q4 | – | Sell |
-258,706
| Closed | -$5.09M | – | 316 |
|
|
2018
Q3 | $5.09M | Buy |
258,706
+8
| +0% | +$157 | 0.31% | 25 |
|
|
2018
Q2 | $5.27M | Buy |
258,698
+8
| +0% | +$163 | 0.38% | 22 |
|
|
2018
Q1 | $5.26M | Buy |
+258,690
| New | +$5.26M | 0.37% | 26 |
|
|
2014
Q4 | – | Sell |
-15,640
| Closed | -$334K | – | 243 |
|
|
2014
Q3 | $334K | Sell |
15,640
-16,509
| -51% | -$353K | 0.03% | 186 |
|
|
2014
Q2 | $755K | Sell |
32,149
-1,792
| -5% | -$42.1K | 0.09% | 96 |
|
|
2014
Q1 | $851K | Buy |
+33,941
| New | +$851K | 0.11% | 82 |
|