Artemis Investment Management’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-984,103	Closed	-$61M	–	219
2025 Q4	$61M	Sell	984,103 -1,395,476	-59%	-$80M	0.74%	52
2025 Q3	$156M	Buy	2,379,579 +1,087,393	+84%	+$66.3M	1.94%	8
2025 Q2	$70.7M	Buy	1,292,186 +842,143	+187%	+$41.7M	0.91%	26
2025 Q1	$24.1M	Sell	450,043 -944,762	-68%	-$64.1M	0.37%	90
2024 Q4	$109M	Buy	1,394,805 +118,886	+9%	+$8.55M	1.56%	10
2024 Q3	$78.5M	Buy	1,275,919 +106,076	+9%	+$6.02M	1.2%	24
2024 Q2	$58.2M	Buy	+1,169,843	New	+$52.5M	0.78%	37
2022 Q1	–	Sell	-1,762,417	Closed	-$65.3M	–	285
2021 Q4	$65.3M	Buy	1,762,417 +336,863	+24%	+$13M	0.47%	58
2021 Q3	$50.6M	Buy	1,425,554 +659,358	+86%	+$22.1M	0.4%	70
2021 Q2	$25.1M	Buy	766,196 +30,995	+4%	+$946K	0.22%	134
2021 Q1	$21.1M	Buy	735,201 +151,414	+26%	+$4.13M	0.2%	144
2020 Q4	$13.7M	Buy	+583,787	New	+$12.3M	0.14%	171
2020 Q2	–	Sell	-584,867	Closed	-$7.66K	–	265
2020 Q1	$7.66K	Buy	+584,867	New	+$11.2M	0.01%	149
2018 Q4	–	Sell	-790,212	Closed	-$15.5M	–	270
2018 Q3	$15.5M	Sell	790,212 -235,012	-23%	-$4.9M	0.17%	147
2018 Q2	$20.9M	Buy	1,025,224 +423,327	+70%	+$8.87M	0.28%	92
2018 Q1	$12.2M	Buy	601,897 +122,301	+26%	+$2.77M	0.19%	128
2017 Q4	$11.4M	Buy	479,596 +179,158	+60%	+$4.13M	0.19%	120
2017 Q3	$6.79M	Buy	300,438 +46,667	+18%	+$1.05M	0.14%	151
2017 Q2	$5.94M	Sell	253,771 -86,899	-26%	-$1.98M	0.14%	153
2017 Q1	$7.93M	Buy	+340,670	New	+$7.62M	0.21%	112