Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-44,685
| Closed | -$762K | – | 145 |
|
|
2016
Q3 | $762K | Hold |
44,685
| – | – | 0.23% | 19 |
|
|
2016
Q2 | $693K | Sell |
44,685
-17,874
| -29% | -$277K | 0.2% | 21 |
|
|
2016
Q1 | $906K | Hold |
62,559
| – | – | 0.27% | 17 |
|
|
2015
Q4 | $974K | Sell |
62,559
-12,289
| -16% | -$191K | 0.31% | 15 |
|
|
2015
Q3 | $1.36M | Sell |
74,848
-1,675
| -2% | -$30.4K | 0.48% | 14 |
|
|
2015
Q2 | $1.66M | Buy |
+76,523
| New | +$1.66M | 0.71% | 11 |
|