AM Investment Strategies’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 | $546K | Hold |
10,000
| – | – | 0.13% | 69 |
|
|
2025
Q1 | $536K | Hold |
10,000
| – | – | 0.13% | 67 |
|
|
2024
Q4 | $784K | Hold |
10,000
| – | – | 0.19% | 58 |
|
|
2024
Q3 | $616K | Sell |
10,000
-122
| -1% | -$7.52K | 0.15% | 60 |
|
|
2024
Q2 | $504K | Hold |
10,122
| – | – | 0.12% | 69 |
|
|
2024
Q1 | $446K | Hold |
10,122
| – | – | 0.11% | 74 |
|
|
2023
Q4 | $409K | Buy |
+10,122
| New | +$409K | 0.12% | 72 |
|
|
2023
Q1 | – | Sell |
-8,262
| Closed | -$271K | – | 97 |
|
|
2022
Q4 | $271K | Sell |
8,262
-671
| -8% | -$22K | 0.1% | 74 |
|
|
2022
Q3 | $252K | Buy |
8,933
+22
| +0.2% | +$621 | 0.09% | 73 |
|
|
2022
Q2 | $235K | Buy |
8,911
+24
| +0.3% | +$633 | 0.08% | 81 |
|
|
2022
Q1 | $279K | Buy |
+8,887
| New | +$279K | 0.07% | 88 |
|