Wellington Shields & Co’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
Q4 | – | Sell |
-36,865
| Closed | -$725K | – | 158 |
|
|
2018
Q3 | $725K | Hold |
36,865
| – | – | 0.39% | 65 |
|
|
2018
Q2 | $750K | Hold |
36,865
| – | – | 0.39% | 62 |
|
|
2018
Q1 | $750K | Hold |
36,865
| – | – | 0.4% | 60 |
|
|
2017
Q4 | $874K | Buy |
+36,865
| New | +$874K | 0.47% | 55 |
|
|
2016
Q2 | – | Sell |
-38,876
| Closed | -$563K | – | 120 |
|
|
2016
Q1 | $563K | Hold |
38,876
| – | – | 0.38% | 46 |
|
|
2015
Q4 | $605K | Hold |
38,876
| – | – | 0.4% | 45 |
|
|
2015
Q3 | $705K | Hold |
38,876
| – | – | 0.53% | 35 |
|
|
2015
Q2 | $845K | Hold |
38,876
| – | – | 0.28% | 36 |
|
|
2015
Q1 | $776K | Hold |
38,876
| – | – | 0.46% | 38 |
|
|
2014
Q4 | $780K | Hold |
38,876
| – | – | 0.45% | 41 |
|
|
2014
Q3 | $830K | Hold |
38,876
| – | – | 0.52% | 34 |
|
|
2014
Q2 | $912K | Hold |
38,876
| – | – | 0.57% | 33 |
|
|
2014
Q1 | $974K | Hold |
38,876
| – | – | 0.61% | 31 |
|
|
2013
Q4 | $986K | Hold |
38,876
| – | – | 0.67% | 30 |
|
|
2013
Q3 | $948K | Hold |
38,876
| – | – | 0.75% | 29 |
|
|
2013
Q2 | $912 | Buy |
+38,876
| New | +$912 | 0.03% | 32 |
|