LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Jefferies Financial Group JEF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,000	Closed	-$49K	–	511
2020 Q4	$49K	Hold	2,000	–	–	﹤0.01%	433
2020 Q3	$36K	Hold	2,000	–	–	﹤0.01%	427
2020 Q2	$31K	Hold	2,000	–	–	﹤0.01%	416
2020 Q1	$27K	Hold	2,000	–	–	﹤0.01%	434
2019 Q4	$43K	Hold	2,000	–	–	﹤0.01%	432
2019 Q3	$37K	Hold	2,000	–	–	﹤0.01%	438
2019 Q2	$38K	Hold	2,000	–	–	﹤0.01%	430
2019 Q1	$38K	Hold	2,000	–	–	﹤0.01%	428
2018 Q4	$35K	Sell	2,000 -25	-1%	-$438	﹤0.01%	447
2018 Q3	$44K	Hold	2,025	–	–	﹤0.01%	435
2018 Q2	$46K	Hold	2,025	–	–	﹤0.01%	430
2018 Q1	$46K	Hold	2,025	–	–	﹤0.01%	452
2017 Q4	$54K	Hold	2,025	–	–	﹤0.01%	425
2017 Q3	$51K	Buy	2,025 +25	+1%	+$630	﹤0.01%	427
2017 Q2	$52K	Hold	2,000	–	–	﹤0.01%	415
2017 Q1	$52K	Hold	2,000	–	–	﹤0.01%	405
2016 Q4	$47K	Hold	2,000	–	–	﹤0.01%	397
2016 Q3	$38K	Hold	2,000	–	–	﹤0.01%	424
2016 Q2	$35K	Hold	2,000	–	–	﹤0.01%	429
2016 Q1	$32K	Hold	2,000	–	–	﹤0.01%	442
2015 Q4	$35K	Hold	2,000	–	–	﹤0.01%	466
2015 Q3	$49K	Hold	2,000	–	–	﹤0.01%	418
2015 Q2	$49K	Hold	2,000	–	–	﹤0.01%	418
2015 Q1	$45K	Hold	2,000	–	–	﹤0.01%	444
2014 Q4	$45K	Hold	2,000	–	–	﹤0.01%	438
2014 Q3	$48K	Hold	2,000	–	–	﹤0.01%	416
2014 Q2	$52K	Hold	2,000	–	–	﹤0.01%	431
2014 Q1	$56K	Hold	2,000	–	–	﹤0.01%	403
2013 Q4	$57K	Hold	2,000	–	–	﹤0.01%	382
2013 Q3	$54K	Hold	2,000	–	–	﹤0.01%	363
2013 Q2	$52K	Buy	+2,000	New	+$52K	﹤0.01%	381