Tarbox Family Office’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
Q2 | – | Sell |
-141
| Closed | -$2K | – | 1209 |
|
|
2020
Q1 | $2K | Sell |
141
-61
| -30% | -$865 | ﹤0.01% | 659 |
|
|
2019
Q4 | $4K | Hold |
202
| – | – | ﹤0.01% | 568 |
|
|
2019
Q3 | $4K | Sell |
202
-14
| -6% | -$277 | ﹤0.01% | 508 |
|
|
2019
Q2 | $4K | Hold |
216
| – | – | ﹤0.01% | 507 |
|
|
2019
Q1 | $4K | Hold |
216
| – | – | ﹤0.01% | 413 |
|
|
2018
Q4 | $3K | Buy |
216
+65
| +43% | +$903 | ﹤0.01% | 432 |
|
|
2018
Q3 | $3K | Hold |
151
| – | – | ﹤0.01% | 447 |
|
|
2018
Q2 | $3K | Hold |
151
| – | – | ﹤0.01% | 439 |
|
|
2018
Q1 | $3K | Hold |
151
| – | – | ﹤0.01% | 453 |
|
|
2017
Q4 | $4K | Hold |
151
| – | – | ﹤0.01% | 417 |
|
|
2017
Q3 | $3K | Hold |
151
| – | – | ﹤0.01% | 439 |
|
|
2017
Q2 | $4K | Hold |
151
| – | – | ﹤0.01% | 406 |
|
|
2017
Q1 | $4K | Hold |
151
| – | – | ﹤0.01% | 405 |
|
|
2016
Q4 | $3K | Hold |
151
| – | – | ﹤0.01% | 399 |
|
|
2016
Q3 | $3K | Hold |
151
| – | – | ﹤0.01% | 386 |
|
|
2016
Q2 | $2K | Hold |
151
| – | – | ﹤0.01% | 426 |
|
|
2016
Q1 | $2K | Buy |
+151
| New | +$2K | ﹤0.01% | 433 |
|
|
2014
Q3 | – | Sell |
-23
| Closed | – | – | 562 |
|
|
2014
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 498 |
|
|
2014
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 522 |
|