Laffer Tengler Investments’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 |
-92,130
| Closed | -$1.55M | – | 140 |
|
|
2019
Q1 | $1.55M | Hold |
92,130
| – | – | 0.42% | 121 |
|
|
2018
Q4 | $1.43M | Hold |
92,130
| – | – | 0.42% | 120 |
|
|
2018
Q3 | $1.81M | Hold |
92,130
| – | – | 0.45% | 124 |
|
|
2018
Q2 | $1.88M | Hold |
92,130
| – | – | 0.48% | 123 |
|
|
2018
Q1 | $1.87M | Buy |
92,130
+19,874
| +28% | +$404K | 0.47% | 130 |
|
|
2017
Q4 | $1.71M | Hold |
72,256
| – | – | 0.43% | 123 |
|
|
2017
Q3 | $1.63M | Sell |
72,256
-4,965
| -6% | -$112K | 0.43% | 124 |
|
|
2017
Q2 | $1.81M | Hold |
77,221
| – | – | 0.46% | 119 |
|
|
2017
Q1 | $1.8M | Hold |
77,221
| – | – | 0.47% | 109 |
|
|
2016
Q4 | $1.61M | Buy |
+77,221
| New | +$1.61M | 0.43% | 134 |
|