Stoneridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-168,603
| Closed | -$3.6M | – | 271 |
|
|
2014
Q3 | $3.6M | Buy |
168,603
+1,118
| +0.7% | +$23.9K | 0.53% | 63 |
|
|
2014
Q2 | $3.93M | Sell |
167,485
-3,966
| -2% | -$93.1K | 0.59% | 57 |
|
|
2014
Q1 | $4.3M | Sell |
171,451
-3,798
| -2% | -$95.2K | 0.83% | 48 |
|
|
2013
Q4 | $4.45M | Buy |
175,249
+93,160
| +113% | +$2.36M | 0.85% | 48 |
|
|
2013
Q3 | $2M | Sell |
82,089
-2,793
| -3% | -$68.1K | 0.44% | 69 |
|
|
2013
Q2 | $1.99M | Buy |
+84,882
| New | +$1.99M | 0.46% | 71 |
|