WOC
West Oak Capital’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,129,340
| Closed | -$25.7M | – | 343 |
|
|
2018
Q1 | $25.7M | Buy |
1,129,340
+248,004
| +28% | +$5.64M | 15.23% | 1 |
|
|
2017
Q4 | $23.3M | Hold |
881,336
| – | – | 14.33% | 1 |
|
|
2017
Q3 | $22.3M | Hold |
881,336
| – | – | 13.21% | 1 |
|
|
2017
Q2 | $23.1M | Sell |
881,336
-270
| -0% | -$7.06K | 13.99% | 1 |
|
|
2017
Q1 | $22.9M | Hold |
881,606
| – | – | 14.11% | 1 |
|
|
2016
Q4 | $20.5M | Hold |
881,606
| – | – | 13.73% | 1 |
|
|
2016
Q3 | $16.8M | Hold |
881,606
| – | – | 11.56% | 1 |
|
|
2016
Q2 | $15.3M | Hold |
881,606
| – | – | 11.03% | 1 |
|
|
2016
Q1 | $14.3M | Hold |
881,606
| – | – | 10.97% | 1 |
|
|
2015
Q4 | $15.3M | Hold |
881,606
| – | – | 11.9% | 1 |
|
|
2015
Q3 | $17.9M | Hold |
881,606
| – | – | 14.42% | 1 |
|
|
2015
Q2 | $21.4M | Hold |
881,606
| – | – | 15.93% | 1 |
|
|
2015
Q1 | $19.7M | Hold |
881,606
| – | – | 14.41% | 1 |
|
|
2014
Q4 | $19.8M | Hold |
881,606
| – | – | 14.37% | 1 |
|
|
2014
Q3 | $21M | Hold |
881,606
| – | – | 15.74% | 1 |
|
|
2014
Q2 | $23.1M | Hold |
881,606
| – | – | 16.76% | 1 |
|
|
2014
Q1 | $24.7M | Hold |
881,606
| – | – | 18.1% | 1 |
|
|
2013
Q4 | $25M | Hold |
881,606
| – | – | 18.42% | 1 |
|
|
2013
Q3 | $24M | Hold |
881,606
| – | – | 18.8% | 1 |
|
|
2013
Q2 | $23.1M | Buy |
+881,606
| New | +$23.1M | 19.28% | 1 |
|