AssetMark Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Buy |
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|
2025
Q1 | $135K | Sell |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $15.5K | Sell |
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|
2024
Q2 | $16.7K | Buy |
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|
2024
Q1 | $7.72K | Sell |
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|
2023
Q4 | $7.31K | Sell |
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|
2023
Q3 | $10.3K | Sell |
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|
2023
Q2 | $11.7K | Sell |
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|
2023
Q1 | $12.9K | Sell |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $26.7M | Sell |
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|
2022
Q1 | $35.9M | Sell |
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|
2021
Q4 | $43.1M | Buy |
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|
2021
Q3 | $31.9M | Buy |
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|
2021
Q2 | $19M | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $434K | Buy |
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|
2017
Q3 | $88K | Buy |
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