Advisory Services Network’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
+5,810
| New | +$335K | 0.01% | 1351 |
|
|
2025
Q1 | – | Sell |
-3,298
| Closed | -$259K | – | 1684 |
|
|
2024
Q4 | $259K | Buy |
+3,298
| New | +$259K | ﹤0.01% | 1372 |
|
|
2024
Q1 | – | Sell |
-3,680
| Closed | -$149K | – | 2595 |
|
|
2023
Q4 | $149K | Sell |
3,680
-4,054
| -52% | -$164K | ﹤0.01% | 1432 |
|
|
2023
Q3 | $283K | Buy |
+7,734
| New | +$283K | 0.01% | 1162 |
|
|
2023
Q2 | – | Sell |
-3,624
| Closed | -$115K | – | 2569 |
|
|
2023
Q1 | $115K | Sell |
3,624
-2
| -0.1% | -$63 | ﹤0.01% | 1578 |
|
|
2022
Q4 | $119K | Buy |
+3,626
| New | +$119K | ﹤0.01% | 1523 |
|
|
2021
Q3 | – | Sell |
-1,810
| Closed | -$59K | – | 2361 |
|
|
2021
Q2 | $59K | Buy |
+1,810
| New | +$59K | ﹤0.01% | 1897 |
|
|
2021
Q1 | – | Sell |
-785
| Closed | -$18K | – | 2285 |
|
|
2020
Q4 | $18K | Sell |
785
-489
| -38% | -$11.2K | ﹤0.01% | 2191 |
|
|
2020
Q3 | $22K | Buy |
+1,274
| New | +$22K | ﹤0.01% | 2040 |
|
|
2020
Q2 | – | Sell |
-337
| Closed | -$4K | – | 1942 |
|
|
2020
Q1 | $4K | Buy |
+337
| New | +$4K | ﹤0.01% | 2562 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1911 |
|
|
2016
Q1 | – | Sell |
-179
| Closed | -$3K | – | 1736 |
|
|
2015
Q4 | $3K | Buy |
179
+45
| +34% | +$754 | ﹤0.01% | 1260 |
|
|
2015
Q3 | $2K | Hold |
134
| – | – | ﹤0.01% | 1331 |
|
|
2015
Q2 | $3K | Buy |
+134
| New | +$3K | ﹤0.01% | 1197 |
|