Advisory Research’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.48M | Buy |
60,038
+26,385
| +78% | +$1.37M | 0.3% | 65 |
|
|
2025
Q4 | $2.09M | Sell |
33,653
-2,007
| -6% | -$115K | 0.26% | 71 |
|
|
2025
Q3 | $2.33M | Hold |
35,660
| – | – | 0.31% | 71 |
|
|
2025
Q2 | $1.95M | Buy |
+35,660
| New | +$1.77M | 0.3% | 71 |
|
|
2018
Q3 | – | Sell |
-173,629
| Closed | -$3.54M | – | 378 |
|
|
2018
Q2 | $3.54M | Sell |
173,629
-25,645
| -13% | -$537K | 0.06% | 175 |
|
|
2018
Q1 | $4.05M | Sell |
199,274
-15,240
| -7% | -$345K | 0.07% | 158 |
|
|
2017
Q4 | $5.09M | Sell |
214,514
-61,378
| -22% | -$1.42M | 0.08% | 150 |
|
|
2017
Q3 | $6.24M | Sell |
275,892
-205,782
| -43% | -$4.61M | 0.1% | 140 |
|
|
2017
Q2 | $11.3M | Sell |
481,674
-271,283
| -36% | -$6.18M | 0.18% | 114 |
|
|
2017
Q1 | $17.5M | Sell |
752,957
-509,897
| -40% | -$11.4M | 0.26% | 85 |
|
|
2016
Q4 | $26.3M | Buy |
1,262,854
+874,509
| +225% | +$16.3M | 0.39% | 69 |
|
|
2016
Q3 | $6.62M | Buy |
+388,345
| New | +$6.43M | 0.11% | 111 |
|
|
2016
Q2 | – | Sell |
-56,426
| Closed | -$817K | – | 261 |
|
|
2016
Q1 | $817K | Sell |
56,426
-1,394
| -2% | -$19.6K | 0.02% | 189 |
|
|
2015
Q4 | $900K | Sell |
57,820
-6,356
| -10% | -$106K | 0.01% | 200 |
|
|
2015
Q3 | $1.16M | Sell |
64,176
-8,795
| -12% | -$177K | 0.02% | 202 |
|
|
2015
Q2 | $1.59M | Sell |
72,971
-716
| -1% | -$15.3K | 0.02% | 196 |
|
|
2015
Q1 | $1.47M | Sell |
73,687
-68,233
| -48% | -$1.41M | 0.02% | 211 |
|
|
2014
Q4 | $2.85M | Buy |
141,920
+68,214
| +93% | +$1.41M | 0.03% | 181 |
|
|
2014
Q3 | $1.57M | Sell |
73,706
-3,746
| -5% | -$84.4K | 0.02% | 220 |
|
|
2014
Q2 | $1.82M | Sell |
77,452
-4,842
| -6% | -$112K | 0.02% | 209 |
|
|
2014
Q1 | $2.06M | Sell |
82,294
-1,159,594
| -93% | -$28.6M | 0.02% | 188 |
|
|
2013
Q4 | $31.5M | Sell |
1,241,888
-1,551,834
| -56% | -$39.3M | 0.32% | 78 |
|
|
2013
Q3 | $68.1M | Sell |
2,793,722
-766,329
| -22% | -$18.3M | 0.73% | 49 |
|
|
2013
Q2 | $83.6M | Buy |
+3,560,051
| New | +$93.6M | 0.95% | 35 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
