Kovitz Investment Group’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
Q4 | $37.1M | Buy |
2,383,032
+704,110
| +42% | +$11M | 2.29% | 15 |
|
|
2015
Q3 | $30.4M | Buy |
1,678,922
+796
| +0% | +$14.4K | 1.77% | 25 |
|
|
2015
Q2 | $36.5M | Sell |
1,678,126
-7,483
| -0.4% | -$163K | 2.03% | 23 |
|
|
2015
Q1 | $33.6M | Sell |
1,685,609
-285,163
| -14% | -$5.69M | 1.85% | 24 |
|
|
2014
Q4 | $39.6M | Buy |
1,970,772
+277,017
| +16% | +$5.56M | 1.95% | 27 |
|
|
2014
Q3 | $36.1M | Buy |
1,693,755
+26,479
| +2% | +$564K | 1.85% | 27 |
|
|
2014
Q2 | $39.1M | Buy |
1,667,276
+293,211
| +21% | +$6.88M | 2.04% | 27 |
|
|
2014
Q1 | $34.1M | Sell |
1,374,065
-484,569
| -26% | -$12M | 1.75% | 25 |
|
|
2013
Q4 | $47.2M | Sell |
1,858,634
-146,696
| -7% | -$3.72M | 2.15% | 22 |
|
|
2013
Q3 | $48.9M | Buy |
2,005,330
+422,756
| +27% | +$10.3M | 2.37% | 19 |
|
|
2013
Q2 | $37.1M | Buy |
+1,582,574
| New | +$37.1M | 1.9% | 23 |
|