Oakbrook Investments’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-30,020
| Closed | -$613K | – | 304 |
|
|
2019
Q4 | $613K | Buy |
30,020
+14,644
| +95% | +$277K | 0.12% | 269 |
|
|
2019
Q3 | $270K | Buy |
15,376
+853
| +6% | +$15.2K | 0.02% | 513 |
|
|
2019
Q2 | $250K | Sell |
14,523
-793
| -5% | -$13.6K | 0.02% | 530 |
|
|
2019
Q1 | $258K | Sell |
15,316
-18,053
| -54% | -$319K | 0.02% | 529 |
|
|
2018
Q4 | $519K | Sell |
33,369
-3,206
| -9% | -$58.7K | 0.04% | 357 |
|
|
2018
Q3 | $719K | Buy |
36,575
+22,287
| +156% | +$465K | 0.04% | 359 |
|
|
2018
Q2 | $291K | Sell |
14,288
-16,221
| -53% | -$340K | 0.02% | 467 |
|
|
2018
Q1 | $621K | Buy |
30,509
+637
| +2% | +$14.4K | 0.04% | 309 |
|
|
2017
Q4 | $708K | Sell |
29,872
-1,921
| -6% | -$44.3K | 0.05% | 289 |
|
|
2017
Q3 | $719K | Sell |
31,793
-391
| -1% | -$8.76K | 0.05% | 281 |
|
|
2017
Q2 | $754K | Sell |
32,184
-1,553
| -5% | -$35.4K | 0.05% | 258 |
|
|
2017
Q1 | $785K | Sell |
33,737
-3,408
| -9% | -$76.2K | 0.05% | 265 |
|
|
2016
Q4 | $773K | Buy |
+37,145
| New | +$694K | 0.05% | 270 |
|
|
2016
Q3 | – | Sell |
-24,744
| Closed | -$384K | – | 567 |
|
|
2016
Q2 | $384K | Buy |
24,744
+3,630
| +17% | +$55.4K | 0.02% | 414 |
|
|
2016
Q1 | $306K | Buy |
+21,114
| New | +$297K | 0.02% | 429 |
|
|
2014
Q4 | – | Sell |
-57,309
| Closed | -$1.22M | – | 571 |
|
|
2014
Q3 | $1.22M | Sell |
57,309
-61,609
| -52% | -$1.39M | 0.07% | 260 |
|
|
2014
Q2 | $2.79M | Buy |
118,918
+4,288
| +4% | +$99.6K | 0.08% | 236 |
|
|
2014
Q1 | $2.87M | Sell |
114,630
-20,741
| -15% | -$512K | 0.09% | 231 |
|
|
2013
Q4 | $3.43M | Sell |
135,371
-4,908
| -3% | -$124K | 0.1% | 221 |
|
|
2013
Q3 | $3.42M | Sell |
140,279
-5,853
| -4% | -$140K | 0.1% | 211 |
|
|
2013
Q2 | $3.43M | Buy |
+146,132
| New | +$3.84M | 0.1% | 221 |
|
Other funds holding JEF
FPA
BAM