Shufro Rose & Co’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 |
-23,430
| Closed | -$306K | – | 287 |
|
|
2020
Q1 | $306K | Sell |
23,430
-210
| -0.9% | -$2.74K | 0.04% | 194 |
|
|
2019
Q4 | $483K | Sell |
23,640
-313
| -1% | -$6.4K | 0.04% | 167 |
|
|
2019
Q3 | $421K | Sell |
23,953
-4,344
| -15% | -$76.4K | 0.04% | 174 |
|
|
2019
Q2 | $487K | Hold |
28,297
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $476K | Hold |
28,297
| – | – | 0.05% | 164 |
|
|
2018
Q4 | $440K | Hold |
28,297
| – | – | 0.05% | 168 |
|
|
2018
Q3 | $556K | Hold |
28,297
| – | – | 0.05% | 166 |
|
|
2018
Q2 | $576K | Hold |
28,297
| – | – | 0.06% | 158 |
|
|
2018
Q1 | $576K | Hold |
28,297
| – | – | 0.06% | 154 |
|
|
2017
Q4 | $671K | Hold |
28,297
| – | – | 0.07% | 141 |
|
|
2017
Q3 | $640K | Hold |
28,297
| – | – | 0.06% | 148 |
|
|
2017
Q2 | $663K | Buy |
+28,297
| New | +$663K | 0.07% | 136 |
|
|
2016
Q2 | – | Sell |
-28,855
| Closed | -$418K | – | 270 |
|
|
2016
Q1 | $418K | Buy |
+28,855
| New | +$418K | 0.05% | 175 |
|
|
2014
Q4 | – | Sell |
-14,333
| Closed | -$305K | – | 266 |
|
|
2014
Q3 | $305K | Sell |
14,333
-17,483
| -55% | -$372K | 0.03% | 203 |
|
|
2014
Q2 | $746K | Sell |
31,816
-2,234
| -7% | -$52.4K | 0.08% | 137 |
|
|
2014
Q1 | $853K | Buy |
34,050
+4,956
| +17% | +$124K | 0.09% | 124 |
|
|
2013
Q4 | $738K | Buy |
29,094
+17,874
| +159% | +$453K | 0.08% | 133 |
|
|
2013
Q3 | $273K | Hold |
11,220
| – | – | 0.03% | 196 |
|
|
2013
Q2 | $263K | Buy |
+11,220
| New | +$263K | 0.03% | 199 |
|