Isthmus Partners’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,685
| Closed | -$1.14M | – | 171 |
|
|
2019
Q1 | $1.14M | Buy |
+14,685
| New | +$1.14M | 0.28% | 70 |
|
|
2018
Q4 | – | Sell |
-1,676
| Closed | -$33K | – | 213 |
|
|
2018
Q3 | $33K | Hold |
1,676
| – | – | 0.01% | 204 |
|
|
2018
Q2 | $34K | Sell |
1,676
-558
| -25% | -$11.3K | 0.01% | 191 |
|
|
2018
Q1 | $45K | Hold |
2,234
| – | – | 0.01% | 179 |
|
|
2017
Q4 | $53K | Hold |
2,234
| – | – | 0.01% | 170 |
|
|
2017
Q3 | $50K | Hold |
2,234
| – | – | 0.01% | 174 |
|
|
2017
Q2 | $52K | Hold |
2,234
| – | – | 0.02% | 174 |
|
|
2017
Q1 | $52K | Hold |
2,234
| – | – | 0.02% | 177 |
|
|
2016
Q4 | $47K | Hold |
2,234
| – | – | 0.01% | 184 |
|
|
2016
Q3 | $39K | Sell |
2,234
-1,117
| -33% | -$19.5K | 0.01% | 182 |
|
|
2016
Q2 | $52K | Hold |
3,351
| – | – | 0.02% | 167 |
|
|
2016
Q1 | $49K | Hold |
3,351
| – | – | 0.02% | 171 |
|
|
2015
Q4 | $52K | Hold |
3,351
| – | – | 0.02% | 176 |
|
|
2015
Q3 | $61K | Hold |
3,351
| – | – | 0.02% | 171 |
|
|
2015
Q2 | $73K | Hold |
3,351
| – | – | 0.02% | 164 |
|
|
2015
Q1 | $67K | Hold |
3,351
| – | – | 0.02% | 168 |
|
|
2014
Q4 | $67K | Buy |
+3,351
| New | +$67K | 0.02% | 171 |
|