Wolf Group Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-20,388
| Closed | -$317K | – | 112 |
|
|
2015
Q4 | $317K | Sell |
20,388
-127,359
| -86% | -$1.98M | 0.24% | 90 |
|
|
2015
Q3 | $2.68M | Sell |
147,747
-2,876
| -2% | -$52.2K | 2.15% | 9 |
|
|
2015
Q2 | $3.27M | Sell |
150,623
-162
| -0.1% | -$3.52K | 2.18% | 6 |
|
|
2015
Q1 | $3.01M | Buy |
150,785
+8,227
| +6% | +$164K | 2.07% | 10 |
|
|
2014
Q4 | $2.86M | Buy |
142,558
+7,390
| +5% | +$148K | 2.07% | 10 |
|
|
2014
Q3 | $2.89M | Buy |
135,168
+11,577
| +9% | +$247K | 2.15% | 6 |
|
|
2014
Q2 | $2.9M | Buy |
123,591
+10,149
| +9% | +$238K | 2.11% | 8 |
|
|
2014
Q1 | $2.84M | Buy |
113,442
+9,764
| +9% | +$245K | 2.2% | 8 |
|
|
2013
Q4 | $2.63M | Buy |
+103,678
| New | +$2.63M | 2.11% | 10 |
|