Piedmont Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,760
| Closed | -$245K | – | 358 |
|
|
2020
Q1 | $245K | Sell |
18,760
-1,087
| -5% | -$14.2K | 0.01% | 667 |
|
|
2019
Q4 | $405K | Sell |
19,847
-3,706
| -16% | -$75.6K | 0.01% | 614 |
|
|
2019
Q3 | $414K | Buy |
+23,553
| New | +$414K | 0.02% | 602 |
|
|
2018
Q3 | – | Sell |
-3,971
| Closed | -$81K | – | 1663 |
|
|
2018
Q2 | $81K | Buy |
+3,971
| New | +$81K | ﹤0.01% | 1145 |
|
|
2017
Q1 | – | Sell |
-1,031
| Closed | -$21.5K | – | 525 |
|
|
2016
Q4 | $21.5K | Buy |
1,031
+1,018
| +7,831% | +$21.2K | ﹤0.01% | 570 |
|
|
2016
Q3 | $228 | Hold |
13
| – | – | ﹤0.01% | 584 |
|
|
2016
Q2 | $207 | Buy |
+13
| New | +$207 | ﹤0.01% | 550 |
|