Allworth Financial’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 | $106K | Buy |
1,942
+311
| +19% | +$17K | ﹤0.01% | 1504 |
|
|
2025
Q1 | $76.2K | Sell |
1,631
-1,587
| -49% | -$74.1K | ﹤0.01% | 1358 |
|
|
2024
Q4 | $247K | Buy |
3,218
+1,995
| +163% | +$153K | ﹤0.01% | 877 |
|
|
2024
Q3 | $75.3K | Buy |
1,223
+55
| +5% | +$3.39K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $63.6K | Buy |
1,168
+73
| +7% | +$3.97K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $48.3K | Sell |
1,095
-31
| -3% | -$1.37K | ﹤0.01% | 1319 |
|
|
2023
Q4 | $45.5K | Buy |
1,126
+407
| +57% | +$16.4K | ﹤0.01% | 1232 |
|
|
2023
Q3 | $26.3K | Buy |
719
+49
| +7% | +$1.8K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $22.2K | Sell |
670
-76
| -10% | -$2.52K | ﹤0.01% | 1477 |
|
|
2023
Q1 | $23.7K | Buy |
746
+8
| +1% | +$254 | ﹤0.01% | 1364 |
|
|
2022
Q4 | $24.2K | Buy |
738
+91
| +14% | +$2.98K | ﹤0.01% | 1272 |
|
|
2022
Q3 | $18K | Sell |
647
-8
| -1% | -$223 | ﹤0.01% | 1339 |
|
|
2022
Q2 | $17K | Sell |
655
-161
| -20% | -$4.18K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $26K | Buy |
+816
| New | +$26K | ﹤0.01% | 1142 |
|
|
2021
Q2 | – | Sell |
-24,112
| Closed | -$694K | – | 1615 |
|
|
2021
Q1 | $694K | Hold |
24,112
| – | – | 0.01% | 205 |
|
|
2020
Q4 | $567K | Sell |
24,112
-675
| -3% | -$15.9K | 0.01% | 161 |
|
|
2020
Q3 | $427K | Sell |
24,787
-1,290
| -5% | -$22.2K | 0.01% | 165 |
|
|
2020
Q2 | $388K | Buy |
+26,077
| New | +$388K | 0.01% | 170 |
|