Avantax Advisory Services’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 | $518K | Buy |
9,477
+1,052
| +12% | +$57.5K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $451K | Sell |
8,425
-5,663
| -40% | -$303K | ﹤0.01% | 1566 |
|
|
2024
Q4 | $1.1M | Buy |
14,088
+6,159
| +78% | +$483K | 0.01% | 993 |
|
|
2024
Q3 | $488K | Sell |
7,929
-326
| -4% | -$20.1K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $411K | Buy |
8,255
+1,309
| +19% | +$65.1K | ﹤0.01% | 1491 |
|
|
2024
Q1 | $306K | Sell |
6,946
-979
| -12% | -$43.2K | ﹤0.01% | 1280 |
|
|
2023
Q4 | $320K | Sell |
7,925
-432
| -5% | -$17.5K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $306K | Sell |
8,357
-669
| -7% | -$24.5K | ﹤0.01% | 1188 |
|
|
2023
Q2 | $299K | Sell |
9,026
-302
| -3% | -$10K | ﹤0.01% | 1189 |
|
|
2023
Q1 | $296K | Sell |
9,328
-111
| -1% | -$3.52K | ﹤0.01% | 1159 |
|
|
2022
Q4 | $309K | Sell |
9,439
-996
| -10% | -$32.6K | ﹤0.01% | 1091 |
|
|
2022
Q3 | $294K | Sell |
10,435
-268
| -3% | -$7.55K | ﹤0.01% | 1023 |
|
|
2022
Q2 | $283K | Sell |
10,703
-1,286
| -11% | -$34K | ﹤0.01% | 1042 |
|
|
2022
Q1 | $378K | Sell |
11,989
-3,081
| -20% | -$97.1K | 0.01% | 896 |
|
|
2021
Q4 | $559K | Buy |
15,070
+6,133
| +69% | +$227K | 0.01% | 722 |
|
|
2021
Q3 | $318K | Sell |
8,937
-7,413
| -45% | -$264K | 0.01% | 902 |
|
|
2021
Q2 | $536K | Buy |
16,350
+8,389
| +105% | +$275K | 0.01% | 684 |
|
|
2021
Q1 | $228K | Buy |
+7,961
| New | +$228K | ﹤0.01% | 919 |
|
|
2020
Q3 | – | Sell |
-14,939
| Closed | -$222K | – | 1386 |
|
|
2020
Q2 | $222K | Sell |
14,939
-2,035
| -12% | -$30.2K | 0.01% | 748 |
|
|
2020
Q1 | $222K | Sell |
16,974
-1,196
| -7% | -$15.6K | 0.01% | 685 |
|
|
2019
Q4 | $372K | Buy |
+18,170
| New | +$372K | 0.01% | 566 |
|