SFPIA
Stevens First Principles Investment Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,217
| Closed | -$90K | – | 231 |
|
|
2014
Q3 | $90K | Hold |
4,217
| – | – | 0.05% | 124 |
|
|
2014
Q2 | $99K | Hold |
4,217
| – | – | 0.05% | 116 |
|
|
2014
Q1 | $106K | Hold |
4,217
| – | – | 0.07% | 102 |
|
|
2013
Q4 | $107K | Hold |
4,217
| – | – | 0.06% | 112 |
|
|
2013
Q3 | $103K | Hold |
4,217
| – | – | 0.06% | 111 |
|
|
2013
Q2 | $99K | Buy |
+4,217
| New | +$99K | 0.07% | 99 |
|