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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6K | Sell |
377
-2,875
| -88% | -$149K | ﹤0.01% | 2147 |
|
|
2025
Q4 | $202K | Buy |
3,252
+99
| +3% | +$5.67K | ﹤0.01% | 1305 |
|
|
2025
Q3 | $206K | Buy |
3,153
+527
| +20% | +$32.1K | ﹤0.01% | 1256 |
|
|
2025
Q2 | $144K | Buy |
2,626
+105
| +4% | +$5.2K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $135K | Sell |
2,521
-63
| -2% | -$4.28K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $203K | Buy |
2,584
+2,332
| +925% | +$168K | ﹤0.01% | 1090 |
|
|
2024
Q3 | $15.5K | Sell |
252
-84
| -25% | -$4.77K | ﹤0.01% | 1550 |
|
|
2024
Q2 | $16.7K | Buy |
336
+161
| +92% | +$7.23K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $7.72K | Sell |
175
-6
| -3% | -$250 | ﹤0.01% | 1411 |
|
|
2023
Q4 | $7.31K | Sell |
181
-100
| -36% | -$3.54K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $10.3K | Sell |
281
-71
| -20% | -$2.54K | ﹤0.01% | 1331 |
|
|
2023
Q2 | $11.7K | Sell |
352
-53
| -13% | -$1.65K | ﹤0.01% | 1278 |
|
|
2023
Q1 | $12.9K | Sell |
405
-6,442
| -94% | -$233K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $224K | Sell |
6,847
-6,956
| -50% | -$231K | ﹤0.01% | 804 |
|
|
2022
Q3 | $389K | Sell |
13,803
-996,949
| -99% | -$30.2M | ﹤0.01% | 690 |
|
|
2022
Q2 | $26.7M | Sell |
1,010,752
-133,456
| -12% | -$3.95M | 0.12% | 146 |
|
|
2022
Q1 | $35.9M | Sell |
1,144,208
-18,886
| -2% | -$641K | 0.15% | 136 |
|
|
2021
Q4 | $43.1M | Buy |
1,163,094
+264,508
| +29% | +$10.2M | 0.18% | 131 |
|
|
2021
Q3 | $31.9M | Buy |
898,586
+317,326
| +55% | +$10.6M | 0.14% | 149 |
|
|
2021
Q2 | $19M | Buy |
581,260
+572,372
| +6,440% | +$17.5M | 0.09% | 186 |
|
|
2021
Q1 | $256K | Buy |
+8,888
| New | +$242K | ﹤0.01% | 527 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | – | – | 1457 |
|
|
2019
Q4 | $0 | Buy |
+7
| New | +$132 | ﹤0.01% | 1433 |
|
|
2018
Q2 | – | Sell |
-31
| Closed | -$1K | – | 1432 |
|
|
2018
Q1 | $1K | Sell |
31
-18,292
| -100% | -$415K | ﹤0.01% | 1340 |
|
|
2017
Q4 | $434K | Buy |
18,323
+14,421
| +370% | +$333K | ﹤0.01% | 380 |
|
|
2017
Q3 | $88K | Buy |
+3,902
| New | +$87.4K | ﹤0.01% | 588 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
