LKIM
Lawson Kroeker Investment Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-19,970
| Closed | -$384K | – | 62 |
|
|
2019
Q2 | $384K | Sell |
19,970
-225
| -1% | -$4.33K | 0.13% | 54 |
|
|
2019
Q1 | $379K | Hold |
20,195
| – | – | 0.14% | 55 |
|
|
2018
Q4 | $351K | Sell |
20,195
-2,000
| -9% | -$34.8K | 0.14% | 53 |
|
|
2018
Q3 | $487K | Sell |
22,195
-27,860
| -56% | -$611K | 0.16% | 50 |
|
|
2018
Q2 | $1.14M | Sell |
50,055
-400
| -0.8% | -$9.09K | 0.41% | 40 |
|
|
2018
Q1 | $1.15M | Sell |
50,455
-250
| -0.5% | -$5.68K | 0.38% | 42 |
|
|
2017
Q4 | $1.34M | Sell |
50,705
-15,535
| -23% | -$411K | 0.43% | 42 |
|
|
2017
Q3 | $1.67M | Sell |
66,240
-945
| -1% | -$23.9K | 0.53% | 39 |
|
|
2017
Q2 | $1.76M | Sell |
67,185
-15,700
| -19% | -$411K | 0.59% | 40 |
|
|
2017
Q1 | $2.16M | Sell |
82,885
-16,825
| -17% | -$437K | 0.73% | 37 |
|
|
2016
Q4 | $2.32M | Sell |
99,710
-32,075
| -24% | -$746K | 0.8% | 37 |
|
|
2016
Q3 | $2.51M | Hold |
131,785
| – | – | 0.81% | 36 |
|
|
2016
Q2 | $2.28M | Sell |
131,785
-710
| -0.5% | -$12.3K | 0.76% | 37 |
|
|
2016
Q1 | $2.14M | Sell |
132,495
-1,700
| -1% | -$27.5K | 0.74% | 37 |
|
|
2015
Q4 | $2.33M | Sell |
134,195
-25,675
| -16% | -$447K | 0.81% | 36 |
|
|
2015
Q3 | $3.24M | Sell |
159,870
-4,550
| -3% | -$92.2K | 1.09% | 32 |
|
|
2015
Q2 | $3.99M | Sell |
164,420
-9,575
| -6% | -$232K | 1.18% | 30 |
|
|
2015
Q1 | $3.88M | Sell |
173,995
-40,460
| -19% | -$902K | 1.13% | 29 |
|
|
2014
Q4 | $4.81M | Sell |
214,455
-20,505
| -9% | -$460K | 1.51% | 29 |
|
|
2014
Q3 | $5.6M | Sell |
234,960
-2,480
| -1% | -$59.1K | 1.67% | 28 |
|
|
2014
Q2 | $6.23M | Buy |
237,440
+1,750
| +0.7% | +$45.9K | 1.81% | 27 |
|
|
2014
Q1 | $6.6M | Buy |
235,690
+200
| +0.1% | +$5.6K | 2.06% | 19 |
|
|
2013
Q4 | $6.67M | Sell |
235,490
-9,500
| -4% | -$269K | 2.12% | 23 |
|
|
2013
Q3 | $6.67M | Sell |
244,990
-1,500
| -0.6% | -$40.9K | 2.22% | 23 |
|
|
2013
Q2 | $6.46M | Buy |
+246,490
| New | +$6.46M | 2.26% | 22 |
|