Altshuler Shaham’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7K | Buy |
+360
| New | +$19.7K | ﹤0.01% | 162 |
|
|
2024
Q2 | – | Sell |
-775
| Closed | -$34.2K | – | 314 |
|
|
2024
Q1 | $34.2K | Sell |
775
-383
| -33% | -$16.9K | ﹤0.01% | 115 |
|
|
2023
Q4 | $46.8K | Buy |
+1,158
| New | +$46.8K | ﹤0.01% | 114 |
|
|
2023
Q2 | – | Sell |
-3,240
| Closed | -$103K | – | 349 |
|
|
2023
Q1 | $103K | Buy |
3,240
+19
| +0.6% | +$603 | ﹤0.01% | 141 |
|
|
2022
Q4 | $106K | Sell |
3,221
-1,026
| -24% | -$33.6K | ﹤0.01% | 140 |
|
|
2022
Q3 | $118K | Sell |
4,247
-491
| -10% | -$13.6K | ﹤0.01% | 146 |
|
|
2022
Q2 | $125K | Buy |
4,738
+97
| +2% | +$2.56K | ﹤0.01% | 157 |
|
|
2022
Q1 | $146K | Buy |
4,641
+539
| +13% | +$17K | ﹤0.01% | 235 |
|
|
2021
Q4 | $152K | Sell |
4,102
-132
| -3% | -$4.89K | ﹤0.01% | 235 |
|
|
2021
Q3 | $151K | Buy |
4,234
+2,307
| +120% | +$82.3K | ﹤0.01% | 271 |
|
|
2021
Q2 | $63K | Buy |
+1,927
| New | +$63K | ﹤0.01% | 402 |
|
|
2020
Q2 | – | Sell |
-18
| Closed | – | – | 456 |
|
|
2020
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 531 |
|
|
2019
Q4 | $0 | Buy |
18
+3
| +20% | – | ﹤0.01% | 559 |
|
|
2019
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 493 |
|