Schaller Investment Group’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
Q2 | – | Sell |
-27,708
| Closed | -$553K | – | 41 |
|
|
2015
Q1 | $553K | Hold |
27,708
| – | – | 0.34% | 24 |
|
|
2014
Q4 | $556K | Sell |
27,708
-20,108
| -42% | -$403K | 0.34% | 23 |
|
|
2014
Q3 | $1.02M | Buy |
47,816
+24,913
| +109% | +$531K | 0.59% | 22 |
|
|
2014
Q2 | $538K | Hold |
22,903
| – | – | 0.32% | 27 |
|
|
2014
Q1 | $574K | Hold |
22,903
| – | – | 0.35% | 27 |
|
|
2013
Q4 | $581K | Hold |
22,903
| – | – | 0.37% | 27 |
|
|
2013
Q3 | $558K | Buy |
22,903
+1
| +0% | +$24 | 0.39% | 29 |
|
|
2013
Q2 | $538K | Buy |
+22,902
| New | +$538K | 0.37% | 32 |
|