TCI Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14
| Closed | – | – | 2396 |
|
|
2022
Q1 | $0 | Sell |
14
-8
| -36% | – | ﹤0.01% | 2336 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 2208 |
|
|
2021
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 2264 |
|
|
2020
Q2 | – | Sell |
-472
| Closed | -$6K | – | 1544 |
|
|
2020
Q1 | $6K | Buy |
472
+287
| +155% | +$3.65K | ﹤0.01% | 665 |
|
|
2019
Q4 | $4K | Sell |
185
-245
| -57% | -$5.3K | ﹤0.01% | 921 |
|
|
2019
Q3 | $8K | Sell |
430
-29
| -6% | -$540 | ﹤0.01% | 685 |
|
|
2019
Q2 | $8K | Buy |
459
+163
| +55% | +$2.84K | ﹤0.01% | 666 |
|
|
2019
Q1 | $5K | Sell |
296
-18
| -6% | -$304 | ﹤0.01% | 786 |
|
|
2018
Q4 | $5K | Buy |
314
+40
| +15% | +$637 | ﹤0.01% | 758 |
|
|
2018
Q3 | $5K | Buy |
274
+13
| +5% | +$237 | ﹤0.01% | 781 |
|
|
2018
Q2 | $5K | Hold |
261
| – | – | ﹤0.01% | 776 |
|
|
2018
Q1 | $5K | Hold |
261
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $6K | Hold |
261
| – | – | ﹤0.01% | 737 |
|
|
2017
Q3 | $6K | Hold |
261
| – | – | ﹤0.01% | 697 |
|
|
2017
Q2 | $6K | Hold |
261
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $6K | Sell |
261
-107
| -29% | -$2.46K | ﹤0.01% | 683 |
|
|
2016
Q4 | $8K | Hold |
368
| – | – | ﹤0.01% | 673 |
|
|
2016
Q3 | $6K | Sell |
368
-112
| -23% | -$1.83K | ﹤0.01% | 686 |
|
|
2016
Q2 | $7K | Hold |
480
| – | – | ﹤0.01% | 647 |
|
|
2016
Q1 | $7K | Hold |
480
| – | – | ﹤0.01% | 649 |
|
|
2015
Q4 | $7K | Hold |
480
| – | – | ﹤0.01% | 648 |
|
|
2015
Q3 | $9K | Buy |
480
+10
| +2% | +$188 | 0.01% | 534 |
|
|
2015
Q2 | $10K | Buy |
+470
| New | +$10K | 0.01% | 522 |
|
|
2014
Q4 | – | Sell |
-429
| Closed | -$9K | – | 908 |
|
|
2014
Q3 | $9K | Hold |
429
| – | – | 0.01% | 462 |
|
|
2014
Q2 | $10K | Hold |
429
| – | – | 0.01% | 454 |
|
|
2014
Q1 | $11K | Sell |
429
-19
| -4% | -$487 | 0.01% | 411 |
|
|
2013
Q4 | $11K | Hold |
448
| – | – | 0.01% | 407 |
|
|
2013
Q3 | $0 | Buy |
+448
| New | – | ﹤0.01% | 810 |
|