Sterneck Capital Management’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
Q4 | – | Sell |
-10,983
| Closed | -$189K | – | 81 |
|
|
2020
Q3 | $189K | Hold |
10,983
| – | – | 0.16% | 69 |
|
|
2020
Q2 | $163K | Sell |
10,983
-105
| -0.9% | -$1.56K | 0.15% | 71 |
|
|
2020
Q1 | $145K | Sell |
11,088
-1,046
| -9% | -$13.7K | 0.15% | 75 |
|
|
2019
Q4 | $248K | Buy |
12,134
+523
| +5% | +$10.7K | 0.2% | 80 |
|
|
2019
Q3 | $204K | Sell |
11,611
-2,688
| -19% | -$47.2K | 0.19% | 73 |
|
|
2019
Q2 | $246K | Buy |
14,299
+335
| +2% | +$5.76K | 0.21% | 72 |
|
|
2019
Q1 | $235K | Buy |
13,964
+782
| +6% | +$13.2K | 0.21% | 72 |
|
|
2018
Q4 | $205K | Sell |
13,182
-782
| -6% | -$12.2K | 0.2% | 71 |
|
|
2018
Q3 | $275K | Buy |
+13,964
| New | +$275K | 0.2% | 81 |
|
|
2017
Q1 | – | Sell |
-61,582
| Closed | -$1.28M | – | 127 |
|
|
2016
Q4 | $1.28M | Sell |
61,582
-9,607
| -13% | -$200K | 0.82% | 43 |
|
|
2016
Q3 | $1.21M | Buy |
71,189
+190
| +0.3% | +$3.24K | 0.81% | 45 |
|
|
2016
Q2 | $1.1M | Buy |
70,999
+335
| +0.5% | +$5.2K | 0.73% | 44 |
|
|
2016
Q1 | $1.02M | Buy |
70,664
+9,496
| +16% | +$137K | 0.72% | 43 |
|
|
2015
Q4 | $952K | Sell |
61,168
-41,803
| -41% | -$651K | 0.61% | 51 |
|
|
2015
Q3 | $1.87M | Buy |
102,971
+4,560
| +5% | +$82.7K | 1.23% | 30 |
|
|
2015
Q2 | $2.14M | Buy |
+98,411
| New | +$2.14M | 1.18% | 32 |
|