Menlo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-161,437
| Closed | -$2.93M | – | 41 |
|
|
2015
Q3 | $2.93M | Sell |
161,437
-2,687
| -2% | -$48.7K | 2.3% | 19 |
|
|
2015
Q2 | $3.57M | Sell |
164,124
-14,227
| -8% | -$309K | 2.49% | 18 |
|
|
2015
Q1 | $3.56M | Buy |
178,351
+897
| +0.5% | +$17.9K | 2.54% | 17 |
|
|
2014
Q4 | $3.56M | Sell |
177,454
-5,040
| -3% | -$101K | 2.53% | 16 |
|
|
2014
Q3 | $3.89M | Sell |
182,494
-3,809
| -2% | -$81.3K | 2.83% | 15 |
|
|
2014
Q2 | $4.37M | Hold |
186,303
| – | – | 3.14% | 14 |
|
|
2014
Q1 | $4.67M | Hold |
186,303
| – | – | 3.5% | 13 |
|
|
2013
Q4 | $4.73M | Hold |
186,303
| – | – | 3.52% | 14 |
|
|
2013
Q3 | $4.54M | Hold |
186,303
| – | – | 3.54% | 14 |
|
|
2013
Q2 | $4.37M | Buy |
+186,303
| New | +$4.37M | 3.69% | 14 |
|