WFG Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,292
| Closed | -$49K | – | 2144 |
|
|
2014
Q3 | $49K | Sell |
2,292
-26
| -1% | -$556 | 0.01% | 928 |
|
|
2014
Q2 | $54K | Sell |
2,318
-1,325
| -36% | -$30.9K | 0.01% | 884 |
|
|
2014
Q1 | $91K | Hold |
3,643
| – | – | 0.02% | 669 |
|
|
2013
Q4 | $92K | Buy |
3,643
+103
| +3% | +$2.6K | 0.01% | 775 |
|
|
2013
Q3 | $86K | Sell |
3,540
-112
| -3% | -$2.72K | 0.01% | 748 |
|
|
2013
Q2 | $86K | Buy |
+3,652
| New | +$86K | 0.01% | 712 |
|