Kelleher Financial Advisors’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
Q2 | – | Sell |
-12,039
| Closed | -$245K | – | 91 |
|
|
2018
Q1 | $245K | Sell |
12,039
-119
| -1% | -$2.42K | 0.33% | 74 |
|
|
2017
Q4 | $288K | Sell |
12,158
-232
| -2% | -$5.5K | 0.45% | 63 |
|
|
2017
Q3 | $280K | Hold |
12,390
| – | – | 0.59% | 55 |
|
|
2017
Q2 | $290K | Sell |
12,390
-174
| -1% | -$4.07K | 0.56% | 60 |
|
|
2017
Q1 | $292K | Sell |
12,564
-17
| -0.1% | -$395 | 0.62% | 56 |
|
|
2016
Q4 | $262K | Buy |
12,581
+232
| +2% | +$4.83K | 0.15% | 111 |
|
|
2016
Q3 | $210K | Hold |
12,349
| – | – | 0.12% | 119 |
|
|
2016
Q2 | $192K | Sell |
12,349
-1,665
| -12% | -$25.9K | 0.12% | 125 |
|
|
2016
Q1 | $202K | Buy |
+14,014
| New | +$202K | 0.11% | 145 |
|