SS
Sunbelt Securities’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,040
| Closed | -$187K | – | 338 |
|
|
2020
Q2 | $187K | Buy |
12,040
+116
| +1% | +$1.8K | 0.06% | 275 |
|
|
2020
Q1 | $163K | Sell |
11,924
-3,940
| -25% | -$53.9K | 0.01% | 348 |
|
|
2019
Q4 | $339K | Sell |
15,864
-2,400
| -13% | -$51.3K | 0.04% | 417 |
|
|
2019
Q3 | $336K | Buy |
18,264
+6,340
| +53% | +$117K | 0.04% | 393 |
|
|
2019
Q2 | $229K | Hold |
11,924
| – | – | 0.1% | 242 |
|
|
2019
Q1 | $224K | Hold |
11,924
| – | – | 0.11% | 214 |
|
|
2018
Q4 | $207K | Sell |
11,924
-834
| -7% | -$14.5K | 0.12% | 200 |
|
|
2018
Q3 | $280K | Hold |
12,758
| – | – | 0.15% | 171 |
|
|
2018
Q2 | $290K | Hold |
12,758
| – | – | 0.17% | 166 |
|
|
2018
Q1 | $290K | Hold |
12,758
| – | – | 0.27% | 132 |
|
|
2017
Q4 | $338K | Hold |
12,758
| – | – | 0.33% | 109 |
|
|
2017
Q3 | $322K | Hold |
12,758
| – | – | 0.34% | 107 |
|
|
2017
Q2 | $334K | Hold |
12,758
| – | – | 0.63% | 49 |
|
|
2017
Q1 | $332K | Buy |
12,758
+30
| +0.2% | +$781 | 0.5% | 57 |
|
|
2016
Q4 | $296K | Sell |
12,728
-16,567
| -57% | -$385K | 0.45% | 56 |
|
|
2016
Q3 | $558K | Buy |
29,295
+97
| +0.3% | +$1.85K | 0.67% | 32 |
|
|
2016
Q2 | $506K | Buy |
29,198
+341
| +1% | +$5.91K | 0.66% | 33 |
|
|
2016
Q1 | $467K | Buy |
28,857
+110
| +0.4% | +$1.78K | 0.68% | 36 |
|
|
2015
Q4 | $500K | Buy |
28,747
+3,544
| +14% | +$61.6K | 0.7% | 30 |
|
|
2015
Q3 | $511K | Buy |
25,203
+34
| +0.1% | +$689 | 0.69% | 31 |
|
|
2015
Q2 | $611K | Buy |
25,169
+372
| +2% | +$9.03K | 0.84% | 24 |
|
|
2015
Q1 | $553K | Buy |
24,797
+67
| +0.3% | +$1.49K | 0.82% | 25 |
|
|
2014
Q4 | $554K | Buy |
+24,730
| New | +$554K | 0.73% | 23 |
|