Aquatic Capital 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 | $4.01M | Buy |
+73,312
| New | +$4.01M | 0.08% | 292 |
|
|
2024
Q3 | – | Sell |
-30,200
| Closed | -$1.5M | – | 1346 |
|
|
2024
Q2 | $1.5M | Sell |
30,200
-25,500
| -46% | -$1.27M | 0.06% | 316 |
|
|
2024
Q1 | $2.46M | Buy |
55,700
+3,200
| +6% | +$141K | 0.08% | 228 |
|
|
2023
Q4 | $2.12M | Buy |
+52,500
| New | +$2.12M | 0.05% | 316 |
|
|
2023
Q3 | – | Sell |
-16,000
| Closed | -$531K | – | 1452 |
|
|
2023
Q2 | $531K | Sell |
16,000
-4,300
| -21% | -$143K | 0.03% | 437 |
|
|
2023
Q1 | $644K | Sell |
20,300
-1,457
| -7% | -$46.2K | 0.04% | 359 |
|
|
2022
Q4 | $713K | Buy |
+21,757
| New | +$713K | 0.05% | 409 |
|
|
2022
Q2 | – | Sell |
-2,720
| Closed | -$85K | – | 1390 |
|
|
2022
Q1 | $85K | Buy |
+2,720
| New | +$85K | 0.13% | 182 |
|