Obermeyer Wealth Partners’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-25,024
| Closed | -$431K | – | 125 |
|
|
2019
Q2 | $431K | Hold |
25,024
| – | – | 0.04% | 82 |
|
|
2019
Q1 | $421K | Hold |
25,024
| – | – | 0.04% | 83 |
|
|
2018
Q4 | $389K | Hold |
25,024
| – | – | 0.04% | 81 |
|
|
2018
Q3 | $492K | Hold |
25,024
| – | – | 0.04% | 79 |
|
|
2018
Q2 | $509K | Hold |
25,024
| – | – | 0.05% | 70 |
|
|
2018
Q1 | $509K | Hold |
25,024
| – | – | 0.05% | 74 |
|
|
2017
Q4 | $593K | Buy |
+25,024
| New | +$593K | 0.05% | 76 |
|