Santa Fe 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-74,886
| Closed | -$1.17M | – | 160 |
|
2015
Q4 | $1.17M | Buy |
74,886
+19,989
| +36% | +$311K | 0.19% | 201 |
|
2015
Q3 | $995K | Buy |
54,897
+3,071
| +6% | +$55.7K | 0.13% | 270 |
|
2015
Q2 | $1.13M | Sell |
51,826
-18,307
| -26% | -$398K | 0.15% | 257 |
|
2015
Q1 | $1.4M | Sell |
70,133
-40,764
| -37% | -$814K | 0.17% | 252 |
|
2014
Q4 | $2.23M | Buy |
110,897
+63,693
| +135% | +$1.28M | 0.28% | 137 |
|
2014
Q3 | $1.01M | Sell |
47,204
-17,208
| -27% | -$367K | 0.16% | 260 |
|
2014
Q2 | $1.51M | Buy |
64,412
+33,430
| +108% | +$785K | 0.23% | 176 |
|
2014
Q1 | $775K | Sell |
30,982
-10,949
| -26% | -$274K | 0.11% | 294 |
|
2013
Q4 | $1.06M | Sell |
41,931
-1,942
| -4% | -$49.3K | 0.17% | 228 |
|
2013
Q3 | $1.07M | Sell |
43,873
-28,747
| -40% | -$700K | 0.2% | 206 |
|
2013
Q2 | $1.7M | Buy |
+72,620
| New | +$1.7M | 0.35% | 105 |
|