Tradewinds Capital Management’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 |
-567
| Closed | -$18K | – | 617 |
|
2022
Q1 | $18K | Hold |
567
| – | – | ﹤0.01% | 387 |
|
2021
Q4 | $21K | Hold |
567
| – | – | ﹤0.01% | 372 |
|
2021
Q3 | $20K | Hold |
567
| – | – | ﹤0.01% | 366 |
|
2021
Q2 | $19K | Hold |
567
| – | – | ﹤0.01% | 374 |
|
2021
Q1 | $16K | Hold |
567
| – | – | ﹤0.01% | 377 |
|
2020
Q4 | $13K | Hold |
567
| – | – | ﹤0.01% | 388 |
|
2020
Q3 | $10K | Hold |
567
| – | – | ﹤0.01% | 398 |
|
2020
Q2 | $8K | Hold |
567
| – | – | ﹤0.01% | 424 |
|
2020
Q1 | $7K | Hold |
567
| – | – | ﹤0.01% | 404 |
|
2019
Q4 | $12K | Hold |
567
| – | – | ﹤0.01% | 383 |
|
2019
Q3 | $10K | Sell |
567
-38
| -6% | -$670 | ﹤0.01% | 378 |
|
2019
Q2 | $10K | Hold |
605
| – | – | ﹤0.01% | 373 |
|
2019
Q1 | $10K | Hold |
605
| – | – | ﹤0.01% | 383 |
|
2018
Q4 | $9K | Hold |
605
| – | – | ﹤0.01% | 401 |
|
2018
Q3 | $12K | Hold |
605
| – | – | ﹤0.01% | 396 |
|
2018
Q2 | $12K | Hold |
605
| – | – | 0.01% | 390 |
|
2018
Q1 | $12K | Sell |
605
-68
| -10% | -$1.35K | 0.01% | 377 |
|
2017
Q4 | $16K | Hold |
673
| – | – | 0.01% | 355 |
|
2017
Q3 | $15K | Hold |
673
| – | – | 0.01% | 343 |
|
2017
Q2 | $16K | Sell |
673
-223
| -25% | -$5.3K | 0.01% | 324 |
|
2017
Q1 | $21K | Hold |
896
| – | – | 0.01% | 291 |
|
2016
Q4 | $19K | Hold |
896
| – | – | 0.01% | 295 |
|
2016
Q3 | $15K | Hold |
896
| – | – | 0.01% | 329 |
|
2016
Q2 | $14K | Buy |
896
+606
| +209% | +$9.47K | 0.01% | 332 |
|
2016
Q1 | $4K | Hold |
290
| – | – | ﹤0.01% | 487 |
|
2015
Q4 | $5K | Hold |
290
| – | – | ﹤0.01% | 443 |
|
2015
Q3 | $5K | Hold |
290
| – | – | ﹤0.01% | 439 |
|
2015
Q2 | $6K | Hold |
290
| – | – | ﹤0.01% | 461 |
|
2015
Q1 | $6K | Buy |
290
+223
| +333% | +$4.61K | ﹤0.01% | 433 |
|
2014
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 583 |
|
2014
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 559 |
|
2014
Q2 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 546 |
|