Wintrust Investments’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
Q2 | – | Sell |
-10,054
| Closed | -$205K | – | 358 |
|
|
2018
Q1 | $205K | Hold |
10,054
| – | – | 0.05% | 243 |
|
|
2017
Q4 | $238K | Buy |
10,054
+1,005
| +11% | +$23.8K | 0.06% | 255 |
|
|
2017
Q3 | $205K | Sell |
9,049
-1,117
| -11% | -$25.3K | 0.05% | 264 |
|
|
2017
Q2 | $238K | Sell |
10,166
-558
| -5% | -$13.1K | 0.06% | 261 |
|
|
2017
Q1 | $250K | Sell |
10,724
-1,900
| -15% | -$44.3K | 0.07% | 254 |
|
|
2016
Q4 | $263K | Hold |
12,624
| – | – | 0.11% | 168 |
|
|
2016
Q3 | $215K | Hold |
12,624
| – | – | 0.1% | 178 |
|
|
2016
Q2 | $96K | Buy |
+12,624
| New | +$96K | 0.19% | 33 |
|