IRF
IBM Retirement Fund’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,173
| Closed | -$229K | – | 632 |
|
|
2021
Q3 | $229K | Hold |
6,173
| – | – | 0.02% | 674 |
|
|
2021
Q2 | $211K | Sell |
6,173
-1,011
| -14% | -$34.6K | 0.02% | 718 |
|
|
2021
Q1 | $216K | Sell |
7,184
-1,058
| -13% | -$31.8K | 0.02% | 731 |
|
|
2020
Q4 | $203K | Buy |
+8,242
| New | +$203K | 0.01% | 751 |
|
|
2017
Q1 | – | Sell |
-26,263
| Closed | -$611K | – | 545 |
|
|
2016
Q4 | $611K | Sell |
26,263
-4,789
| -15% | -$111K | 0.03% | 512 |
|
|
2016
Q3 | $591K | Sell |
31,052
-2,165
| -7% | -$41.2K | 0.03% | 564 |
|
|
2016
Q2 | $576K | Buy |
33,217
+40
| +0.1% | +$694 | 0.02% | 597 |
|
|
2016
Q1 | $536K | Sell |
33,177
-47,880
| -59% | -$774K | 0.02% | 627 |
|
|
2015
Q4 | $1.41M | Buy |
81,057
+10,853
| +15% | +$189K | 0.03% | 613 |
|
|
2015
Q3 | $1.42M | Sell |
70,204
-9,814
| -12% | -$199K | 0.03% | 527 |
|
|
2015
Q2 | $1.94M | Sell |
80,018
-5,253
| -6% | -$128K | 0.04% | 513 |
|
|
2015
Q1 | $1.9M | Sell |
85,271
-95
| -0.1% | -$2.12K | 0.04% | 515 |
|
|
2014
Q4 | $1.91M | Buy |
85,366
+3,784
| +5% | +$84.8K | 0.04% | 497 |
|
|
2014
Q3 | $1.97M | Sell |
81,582
-5,489
| -6% | -$132K | 0.04% | 469 |
|
|
2014
Q2 | $2.27M | Buy |
87,071
+10,363
| +14% | +$271K | 0.04% | 439 |
|
|
2014
Q1 | $2.14M | Sell |
76,708
-41,840
| -35% | -$1.17M | 0.04% | 449 |
|
|
2013
Q4 | $3.36M | Sell |
118,548
-4,856
| -4% | -$138K | 0.04% | 436 |
|
|
2013
Q3 | $3.36M | Sell |
123,404
-17,293
| -12% | -$471K | 0.05% | 430 |
|
|
2013
Q2 | $3.69M | Buy |
+140,697
| New | +$3.69M | 0.05% | 423 |
|