American Assets Investment Management’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 | $5.47M | Hold |
100,000
| – | – | 0.44% | 68 |
|
|
2025
Q1 | $5.36M | Hold |
100,000
| – | – | 0.47% | 67 |
|
|
2024
Q4 | $7.84M | Hold |
100,000
| – | – | 0.64% | 48 |
|
|
2024
Q3 | $6.16M | Hold |
100,000
| – | – | 0.54% | 62 |
|
|
2024
Q2 | $4.98M | Hold |
100,000
| – | – | 0.47% | 68 |
|
|
2024
Q1 | $4.41M | Hold |
100,000
| – | – | 0.42% | 73 |
|
|
2023
Q4 | $4.04M | Hold |
100,000
| – | – | 0.42% | 77 |
|
|
2023
Q3 | $3.66M | Hold |
100,000
| – | – | 0.41% | 76 |
|
|
2023
Q2 | $3.32M | Hold |
100,000
| – | – | 0.37% | 82 |
|
|
2023
Q1 | $3.17M | Sell |
100,000
-4,600
| -4% | -$146K | 0.37% | 82 |
|
|
2022
Q4 | $3.43M | Hold |
104,600
| – | – | 0.4% | 74 |
|
|
2022
Q3 | $2.95M | Hold |
104,600
| – | – | 0.38% | 75 |
|
|
2022
Q2 | $2.76M | Hold |
104,600
| – | – | 0.34% | 79 |
|
|
2022
Q1 | $3.29M | Buy |
+104,600
| New | +$3.29M | 0.35% | 84 |
|