Old West Investment Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-23,567
| Closed | -$479K | – | 80 |
|
|
2018
Q1 | $479K | Sell |
23,567
-35,071
| -60% | -$713K | 0.28% | 62 |
|
|
2017
Q4 | $1.39M | Sell |
58,638
-214,763
| -79% | -$5.09M | 0.79% | 38 |
|
|
2017
Q3 | $6.18M | Sell |
273,401
-13,133
| -5% | -$297K | 3.24% | 8 |
|
|
2017
Q2 | $6.71M | Sell |
286,534
-3,407
| -1% | -$79.8K | 3.58% | 7 |
|
|
2017
Q1 | $6.75M | Sell |
289,941
-87,561
| -23% | -$2.04M | 3.58% | 7 |
|
|
2016
Q4 | $7.86M | Sell |
377,502
-35,536
| -9% | -$740K | 4.8% | 8 |
|
|
2016
Q3 | $7.04M | Sell |
413,038
-137,245
| -25% | -$2.34M | 5.12% | 6 |
|
|
2016
Q2 | $8.54M | Buy |
550,283
+3,122
| +0.6% | +$48.4K | 6.23% | 5 |
|
|
2016
Q1 | $7.92M | Buy |
547,161
+51,587
| +10% | +$747K | 6.63% | 3 |
|
|
2015
Q4 | $7.71M | Buy |
495,574
+26,873
| +6% | +$418K | 6.96% | 2 |
|
|
2015
Q3 | $8.5M | Sell |
468,701
-49,837
| -10% | -$904K | 6.46% | 4 |
|
|
2015
Q2 | $11.3M | Sell |
518,538
-61,436
| -11% | -$1.34M | 7.84% | 1 |
|
|
2015
Q1 | $11.6M | Sell |
579,974
-51,285
| -8% | -$1.02M | 7.78% | 2 |
|
|
2014
Q4 | $12.7M | Sell |
631,259
-3,364
| -0.5% | -$67.5K | 7.84% | 1 |
|
|
2014
Q3 | $13.5M | Buy |
634,623
+136,022
| +27% | +$2.9M | 8.53% | 1 |
|
|
2014
Q2 | $11.7M | Buy |
498,601
+28,891
| +6% | +$678K | 6.96% | 2 |
|
|
2014
Q1 | $11.8M | Buy |
469,710
+102,498
| +28% | +$2.57M | 7.33% | 2 |
|
|
2013
Q4 | $9.32M | Sell |
367,212
-113,734
| -24% | -$2.89M | 5.62% | 4 |
|
|
2013
Q3 | $11.7M | Buy |
480,946
+2,778
| +0.6% | +$67.7K | 5.59% | 1 |
|
|
2013
Q2 | $11.2M | Buy |
+478,168
| New | +$11.2M | 5.51% | 3 |
|