Sunbelt Securities’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-12,594	Closed	-$187K	–	338
2020 Q2	$187K	Buy	12,594 +121	+1%	+$1.62K	0.06%	275
2020 Q1	$163K	Sell	12,473 -4,121	-25%	-$78.7K	0.01%	348
2019 Q4	$339K	Sell	16,594 -2,510	-13%	-$47.5K	0.04%	417
2019 Q3	$336K	Buy	19,104 +5,783	+43%	+$103K	0.04%	393
2019 Q2	$229K	Hold	13,321	–	–	0.1%	242
2019 Q1	$224K	Hold	13,321	–	–	0.11%	214
2018 Q4	$207K	Sell	13,321 -931	-7%	-$17K	0.12%	200
2018 Q3	$280K	Hold	14,252	–	–	0.15%	171
2018 Q2	$290K	Hold	14,252	–	–	0.17%	166
2018 Q1	$290K	Hold	14,252	–	–	0.27%	132
2017 Q4	$338K	Hold	14,252	–	–	0.33%	109
2017 Q3	$322K	Hold	14,252	–	–	0.34%	107
2017 Q2	$334K	Hold	14,252	–	–	0.63%	49
2017 Q1	$332K	Buy	14,252 +33	+0.2%	+$738	0.5%	57
2016 Q4	$296K	Sell	14,219 -18,507	-57%	-$346K	0.45%	56
2016 Q3	$558K	Buy	32,726 +108	+0.3%	+$1.79K	0.67%	32
2016 Q2	$506K	Buy	32,618 +381	+1%	+$5.82K	0.66%	33
2016 Q1	$467K	Buy	32,237 +123	+0.4%	+$1.73K	0.68%	36
2015 Q4	$500K	Buy	32,114 +3,959	+14%	+$66.2K	0.7%	30
2015 Q3	$511K	Buy	28,155 +38	+0.1%	+$763	0.69%	31
2015 Q2	$611K	Buy	28,117 +416	+2%	+$8.88K	0.84%	24
2015 Q1	$553K	Buy	27,701 +74	+0.3%	+$1.53K	0.82%	25
2014 Q4	$554K	Buy	+27,627	New	+$570K	0.73%	23