Wealthfront’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $505K | Buy |
25,702
+10,430
| +68% | +$205K | ﹤0.01% | 375 |
|
|
2018
Q2 | $311K | Sell |
15,272
-11,549
| -43% | -$235K | ﹤0.01% | 432 |
|
|
2018
Q1 | $546K | Buy |
26,821
+7,587
| +39% | +$154K | 0.01% | 370 |
|
|
2017
Q4 | $456K | Buy |
19,234
+3,337
| +21% | +$79.1K | 0.01% | 367 |
|
|
2017
Q3 | $359K | Buy |
15,897
+5,758
| +57% | +$130K | ﹤0.01% | 392 |
|
|
2017
Q2 | $237K | Buy |
+10,139
| New | +$237K | ﹤0.01% | 420 |
|
|
2015
Q4 | – | Sell |
-2,991
| Closed | -$54K | – | 677 |
|
|
2015
Q3 | $54K | Buy |
2,991
+246
| +9% | +$4.44K | ﹤0.01% | 507 |
|
|
2015
Q2 | $60K | Buy |
2,745
+1,439
| +110% | +$31.5K | ﹤0.01% | 487 |
|
|
2015
Q1 | $26K | Buy |
1,306
+680
| +109% | +$13.5K | ﹤0.01% | 529 |
|
|
2014
Q4 | $13K | Buy |
626
+162
| +35% | +$3.36K | ﹤0.01% | 563 |
|
|
2014
Q3 | $10K | Hold |
464
| – | – | ﹤0.01% | 533 |
|
|
2014
Q2 | $11K | Buy |
464
+136
| +41% | +$3.22K | ﹤0.01% | 511 |
|
|
2014
Q1 | $8K | Buy |
+328
| New | +$8K | ﹤0.01% | 500 |
|