USCA RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,073
| Closed | -$254K | – | 465 |
|
|
2019
Q1 | $254K | Sell |
15,073
-8,435
| -36% | -$149K | 0.03% | 368 |
|
|
2018
Q4 | $365K | Sell |
23,508
-4,687
| -17% | -$85.8K | 0.05% | 305 |
|
|
2018
Q3 | $554K | Sell |
28,195
-1,229
| -4% | -$25.6K | 0.06% | 297 |
|
|
2018
Q2 | $599K | Sell |
29,424
-1,564
| -5% | -$32.8K | 0.06% | 277 |
|
|
2018
Q1 | $631K | Sell |
30,988
-362
| -1% | -$8.2K | 0.07% | 266 |
|
|
2017
Q4 | $743K | Sell |
31,350
-894
| -3% | -$20.6K | 0.08% | 244 |
|
|
2017
Q3 | $755K | Hold |
32,244
| – | – | 0.1% | 219 |
|
|
2017
Q2 | $755K | Hold |
32,244
| – | – | 0.1% | 220 |
|
|
2017
Q1 | $750K | Sell |
32,244
-119
| -0.4% | -$2.66K | 0.11% | 211 |
|
|
2016
Q4 | $674K | Sell |
32,363
-894
| -3% | -$16.7K | 0.1% | 212 |
|
|
2016
Q3 | $567K | Sell |
33,257
-670
| -2% | -$11.1K | 0.09% | 223 |
|
|
2016
Q2 | $526K | Buy |
33,927
+1,050
| +3% | +$16K | 0.09% | 224 |
|
|
2016
Q1 | $476K | Buy |
32,877
+7,038
| +27% | +$99K | 0.09% | 218 |
|
|
2015
Q4 | $402K | Sell |
25,839
-3,463
| -12% | -$57.9K | 0.09% | 230 |
|
|
2015
Q3 | $531K | Buy |
29,302
+1,899
| +7% | +$38.1K | 0.13% | 176 |
|
|
2015
Q2 | $596K | Buy |
27,403
+391
| +1% | +$8.35K | 0.16% | 163 |
|
|
2015
Q1 | $539K | Buy |
27,012
+3,016
| +13% | +$62.3K | 0.14% | 166 |
|
|
2014
Q4 | $482K | Sell |
23,996
-1,340
| -5% | -$27.6K | 0.13% | 178 |
|
|
2014
Q3 | $541K | Buy |
25,336
+55
| +0.2% | +$1.24K | 0.16% | 154 |
|
|
2014
Q2 | $593K | Buy |
25,281
+168
| +0.7% | +$3.9K | 0.2% | 131 |
|
|
2014
Q1 | $629K | Buy |
25,113
+1,564
| +7% | +$38.6K | 0.23% | 132 |
|
|
2013
Q4 | $597K | Sell |
23,549
-2,710
| -10% | -$68.6K | 0.24% | 127 |
|
|
2013
Q3 | $640K | Buy |
26,259
+2,234
| +9% | +$53.5K | 0.29% | 95 |
|
|
2013
Q2 | $564K | Buy |
+24,025
| New | +$631K | 0.28% | 99 |
|
Other funds holding JEF
FPA
SCM
TSW
BAM