Ancora Advisors’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 | $775K | Sell |
14,175
-500
| -3% | -$27.3K | 0.02% | 449 |
|
|
2025
Q1 | $786K | Sell |
14,675
-100
| -0.7% | -$5.36K | 0.02% | 430 |
|
|
2024
Q4 | $1.16M | Sell |
14,775
-325
| -2% | -$25.5K | 0.03% | 359 |
|
|
2024
Q3 | $929K | Sell |
15,100
-75
| -0.5% | -$4.62K | 0.02% | 399 |
|
|
2024
Q2 | $755K | Hold |
15,175
| – | – | 0.02% | 426 |
|
|
2024
Q1 | $669K | Sell |
15,175
-725
| -5% | -$32K | 0.02% | 451 |
|
|
2023
Q4 | $643K | Sell |
15,900
-25
| -0.2% | -$1.01K | 0.02% | 443 |
|
|
2023
Q3 | $583K | Buy |
15,925
+825
| +5% | +$30.2K | 0.02% | 432 |
|
|
2023
Q2 | $501K | Hold |
15,100
| – | – | 0.01% | 461 |
|
|
2023
Q1 | $479K | Sell |
15,100
-695
| -4% | -$22.1K | 0.01% | 475 |
|
|
2022
Q4 | $518K | Buy |
15,795
+6,276
| +66% | +$206K | 0.01% | 465 |
|
|
2022
Q3 | $268K | Buy |
9,519
+680
| +8% | +$19.1K | 0.01% | 632 |
|
|
2022
Q2 | $233K | Buy |
8,839
+549
| +7% | +$14.5K | 0.01% | 699 |
|
|
2022
Q1 | $260K | Sell |
8,290
-313
| -4% | -$9.82K | 0.01% | 709 |
|
|
2021
Q4 | $319K | Buy |
8,603
+2,667
| +45% | +$98.9K | 0.01% | 660 |
|
|
2021
Q3 | $211K | Buy |
5,936
+2,693
| +83% | +$95.7K | 0.01% | 766 |
|
|
2021
Q2 | $106K | Sell |
3,243
-313
| -9% | -$10.2K | ﹤0.01% | 877 |
|
|
2021
Q1 | $102K | Sell |
3,556
-419
| -11% | -$12K | ﹤0.01% | 850 |
|
|
2020
Q4 | $93K | Hold |
3,975
| – | – | ﹤0.01% | 748 |
|
|
2020
Q3 | $68K | Sell |
3,975
-1,673
| -30% | -$28.6K | ﹤0.01% | 771 |
|
|
2020
Q2 | $84K | Sell |
5,648
-837
| -13% | -$12.4K | ﹤0.01% | 726 |
|
|
2020
Q1 | $85K | Hold |
6,485
| – | – | ﹤0.01% | 777 |
|
|
2019
Q4 | $132K | Buy |
+6,485
| New | +$132K | ﹤0.01% | 719 |
|
|
2019
Q1 | – | Sell |
-12,931
| Closed | -$201K | – | 606 |
|
|
2018
Q4 | $201K | Sell |
12,931
-10,529
| -45% | -$164K | 0.01% | 559 |
|
|
2018
Q3 | $461K | Sell |
23,460
-442
| -2% | -$8.69K | 0.02% | 500 |
|
|
2018
Q2 | $486K | Sell |
23,902
-670
| -3% | -$13.6K | 0.02% | 490 |
|
|
2018
Q1 | $500K | Buy |
24,572
+1,587
| +7% | +$32.3K | 0.02% | 471 |
|
|
2017
Q4 | $545K | Buy |
22,985
+3,240
| +16% | +$76.8K | 0.03% | 420 |
|
|
2017
Q3 | $447K | Sell |
19,745
-1,648
| -8% | -$37.3K | 0.03% | 481 |
|
|
2017
Q2 | $501K | Hold |
21,393
| – | – | 0.03% | 423 |
|
|
2017
Q1 | $498K | Hold |
21,393
| – | – | 0.03% | 411 |
|
|
2016
Q4 | $445K | Buy |
+21,393
| New | +$445K | 0.03% | 419 |
|
|
2016
Q2 | – | Sell |
-30,162
| Closed | -$437K | – | 531 |
|
|
2016
Q1 | $437K | Sell |
30,162
-31,834
| -51% | -$461K | 0.05% | 324 |
|
|
2015
Q4 | $965K | Buy |
61,996
+5,027
| +9% | +$78.2K | 0.12% | 196 |
|
|
2015
Q3 | $1.03M | Hold |
56,969
| – | – | 0.13% | 200 |
|
|
2015
Q2 | $1.24M | Buy |
+56,969
| New | +$1.24M | 0.15% | 185 |
|
|
2015
Q1 | – | Sell |
-56,969
| Closed | -$1.14M | – | 193 |
|
|
2014
Q4 | $1.14M | Sell |
56,969
-5,586
| -9% | -$112K | 0.14% | 192 |
|
|
2014
Q3 | $1.34M | Buy |
62,555
+6,703
| +12% | +$143K | 0.17% | 150 |
|
|
2014
Q2 | $1.31M | Buy |
55,852
+5,362
| +11% | +$126K | 0.17% | 159 |
|
|
2014
Q1 | $1.27M | Sell |
50,490
-1,117
| -2% | -$28K | 0.18% | 152 |
|
|
2013
Q4 | $1.31M | Buy |
51,607
+6,844
| +15% | +$174K | 0.2% | 140 |
|
|
2013
Q3 | $1.09M | Buy |
44,763
+1,678
| +4% | +$40.9K | 0.19% | 144 |
|
|
2013
Q2 | $1.01M | Buy |
+43,085
| New | +$1.01M | 0.17% | 149 |
|