RegentAtlantic Capital’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
Q1 | – | Sell |
-6,077
| Closed | -$122K | – | 633 |
|
|
2014
Q4 | $122K | Buy |
+6,077
| New | +$122K | 0.01% | 430 |
|
|
2014
Q3 | – | Sell |
-14,088
| Closed | -$331K | – | 371 |
|
|
2014
Q2 | $331K | Sell |
14,088
-2,153
| -13% | -$50.6K | 0.03% | 291 |
|
|
2014
Q1 | $407K | Sell |
16,241
-1,005
| -6% | -$25.2K | 0.04% | 261 |
|
|
2013
Q4 | $438K | Buy |
17,246
+2,495
| +17% | +$63.4K | 0.04% | 258 |
|
|
2013
Q3 | $360K | Buy |
14,751
+3,414
| +30% | +$83.3K | 0.04% | 263 |
|
|
2013
Q2 | $266K | Buy |
+11,337
| New | +$266K | 0.03% | 285 |
|