World Asset Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $365K | Sell |
10,284
-731
| -7% | -$25.9K | 0.04% | 513 |
|
|
2021
Q2 | $360K | Sell |
11,015
-1,149
| -9% | -$37.6K | 0.03% | 568 |
|
|
2021
Q1 | $378K | Sell |
12,164
-622
| -5% | -$19.3K | 0.03% | 564 |
|
|
2020
Q4 | $301K | Sell |
12,786
-1,825
| -12% | -$43K | 0.03% | 640 |
|
|
2020
Q3 | $251K | Sell |
14,611
-867
| -6% | -$14.9K | 0.03% | 638 |
|
|
2020
Q2 | $230K | Sell |
15,478
-753
| -5% | -$11.2K | 0.03% | 654 |
|
|
2020
Q1 | $212K | Sell |
16,231
-655
| -4% | -$8.56K | 0.02% | 745 |
|
|
2019
Q4 | $345K | Sell |
16,886
-1,280
| -7% | -$26.2K | 0.02% | 750 |
|
|
2019
Q3 | $320K | Sell |
18,166
-3,123
| -15% | -$55K | 0.02% | 807 |
|
|
2019
Q2 | $366K | Buy |
21,289
+688
| +3% | +$11.8K | 0.02% | 770 |
|
|
2019
Q1 | $347K | Buy |
20,601
+1,234
| +6% | +$20.8K | 0.02% | 783 |
|
|
2018
Q4 | $301K | Sell |
19,367
-1,092
| -5% | -$17K | 0.02% | 758 |
|
|
2018
Q3 | $402K | Sell |
20,459
-993
| -5% | -$19.5K | 0.02% | 795 |
|
|
2018
Q2 | $437K | Sell |
21,452
-513
| -2% | -$10.5K | 0.02% | 768 |
|
|
2018
Q1 | $447K | Sell |
21,965
-8,146
| -27% | -$166K | 0.02% | 823 |
|
|
2017
Q4 | $714K | Sell |
30,111
-2,783
| -8% | -$66K | 0.02% | 739 |
|
|
2017
Q3 | $743K | Sell |
32,894
-597
| -2% | -$13.5K | 0.02% | 724 |
|
|
2017
Q2 | $784K | Sell |
33,491
-4,208
| -11% | -$98.5K | 0.03% | 685 |
|
|
2017
Q1 | $877K | Buy |
37,699
+3,531
| +10% | +$82.1K | 0.03% | 650 |
|
|
2016
Q4 | $711K | Sell |
34,168
-2,927
| -8% | -$60.9K | 0.03% | 676 |
|
|
2016
Q3 | $632K | Buy |
37,095
+194
| +0.5% | +$3.31K | 0.02% | 732 |
|
|
2016
Q2 | $572K | Buy |
36,901
+525
| +1% | +$8.14K | 0.02% | 729 |
|
|
2016
Q1 | $527K | Sell |
36,376
-3,978
| -10% | -$57.6K | 0.02% | 741 |
|
|
2015
Q4 | $628K | Buy |
40,354
+1,098
| +3% | +$17.1K | 0.02% | 680 |
|
|
2015
Q3 | $712K | Buy |
39,256
+2,732
| +7% | +$49.6K | 0.03% | 632 |
|
|
2015
Q2 | $794K | Sell |
36,524
-3,977
| -10% | -$86.5K | 0.03% | 626 |
|
|
2015
Q1 | $809K | Buy |
40,501
+175
| +0.4% | +$3.5K | 0.03% | 666 |
|
|
2014
Q4 | $809K | Sell |
40,326
-9,225
| -19% | -$185K | 0.03% | 649 |
|
|
2014
Q3 | $1.06M | Buy |
49,551
+2,855
| +6% | +$60.9K | 0.03% | 597 |
|
|
2014
Q2 | $1.1M | Buy |
46,696
+1,476
| +3% | +$34.6K | 0.03% | 603 |
|
|
2014
Q1 | $1.13M | Sell |
45,220
-6,453
| -12% | -$162K | 0.04% | 571 |
|
|
2013
Q4 | $1.31M | Sell |
51,673
-8,559
| -14% | -$217K | 0.04% | 576 |
|
|
2013
Q3 | $1.47M | Sell |
60,232
-3,670
| -6% | -$89.5K | 0.04% | 582 |
|
|
2013
Q2 | $1.5M | Buy |
+63,902
| New | +$1.5M | 0.03% | 588 |
|