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
2025
Q3
$2.33M Hold
2025
Q2
$1.95M Buy
2018
Q3
Sell
2018
Q2
$3.54M Sell
2018
Q1
$4.05M Sell
2017
Q4
$5.09M Sell
2017
Q3
$6.24M Sell
2017
Q2
$11.3M Sell
2017
Q1
$17.5M Sell
2016
Q4
$26.3M Buy
2016
Q3
$6.62M Buy
2016
Q2
Sell
2016
Q1
$817K Sell
2015
Q4
$900K Sell
2015
Q3
$1.16M Sell
2015
Q2
$1.59M Sell
2015
Q1
$1.47M Sell
2014
Q4
$2.85M Buy
2014
Q3
$1.57M Sell
2014
Q2
$1.82M Sell
2014
Q1
$2.06M Sell
2013
Q4
$31.5M Sell
2013
Q3
$68.1M Sell
2013
Q2
$83.6M Buy