Bank of Montreal’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 | $1.14M | Sell |
20,889
-2,020
| -9% | -$110K | ﹤0.01% | 1589 |
|
|
2025
Q1 | $1.23M | Buy |
22,909
+217
| +1% | +$11.6K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $1.78M | Sell |
22,692
-110,096
| -83% | -$8.63M | ﹤0.01% | 1392 |
|
|
2024
Q3 | $8.11M | Buy |
132,788
+110,922
| +507% | +$6.78M | ﹤0.01% | 1037 |
|
|
2024
Q2 | $1.09M | Buy |
21,866
+2,110
| +11% | +$105K | ﹤0.01% | 1758 |
|
|
2024
Q1 | $895K | Buy |
19,756
+570
| +3% | +$25.8K | ﹤0.01% | 1825 |
|
|
2023
Q4 | $783K | Sell |
19,186
-5,049
| -21% | -$206K | ﹤0.01% | 1860 |
|
|
2023
Q3 | $938K | Buy |
24,235
+4,190
| +21% | +$162K | ﹤0.01% | 1766 |
|
|
2023
Q2 | $673K | Sell |
20,045
-167,120
| -89% | -$5.61M | ﹤0.01% | 2062 |
|
|
2023
Q1 | $5.95M | Buy |
187,165
+161,028
| +616% | +$5.12M | ﹤0.01% | 1057 |
|
|
2022
Q4 | $867K | Buy |
26,137
+6,298
| +32% | +$209K | ﹤0.01% | 1931 |
|
|
2022
Q3 | $569 | Sell |
19,839
-441
| -2% | -$13 | ﹤0.01% | 2135 |
|
|
2022
Q2 | $557 | Buy |
20,280
+1,739
| +9% | +$48 | ﹤0.01% | 2260 |
|
|
2022
Q1 | $587K | Sell |
18,541
-31,494
| -63% | -$997K | ﹤0.01% | 2280 |
|
|
2021
Q4 | $1.87M | Sell |
50,035
-469,311
| -90% | -$17.5M | ﹤0.01% | 1568 |
|
|
2021
Q3 | $18.7M | Sell |
519,346
-42,314
| -8% | -$1.53M | 0.01% | 875 |
|
|
2021
Q2 | $18.4M | Buy |
561,660
+4,309
| +0.8% | +$141K | 0.01% | 889 |
|
|
2021
Q1 | $16.5M | Buy |
557,351
+1,299
| +0.2% | +$38.5K | 0.01% | 686 |
|
|
2020
Q4 | $14.2M | Sell |
556,052
-17,095
| -3% | -$438K | 0.01% | 751 |
|
|
2020
Q3 | $10.6M | Buy |
573,147
+3,644
| +0.6% | +$67.2K | 0.01% | 759 |
|
|
2020
Q2 | $8.23M | Buy |
569,503
+602
| +0.1% | +$8.7K | 0.01% | 838 |
|
|
2020
Q1 | $6.83M | Sell |
568,901
-81,091
| -12% | -$974K | 0.01% | 789 |
|
|
2019
Q4 | $13.3M | Sell |
649,992
-339,540
| -34% | -$6.94M | 0.01% | 741 |
|
|
2019
Q3 | $17.4M | Sell |
989,532
-228,440
| -19% | -$4.02M | 0.02% | 613 |
|
|
2019
Q2 | $21M | Sell |
1,217,972
-6,016
| -0.5% | -$104K | 0.02% | 583 |
|
|
2019
Q1 | $20.6M | Buy |
1,223,988
+101,222
| +9% | +$1.7M | 0.02% | 559 |
|
|
2018
Q4 | $17.4M | Sell |
1,122,766
-12,032
| -1% | -$187K | 0.02% | 564 |
|
|
2018
Q3 | $22.3M | Buy |
1,134,798
+170,801
| +18% | +$3.36M | 0.02% | 570 |
|
|
2018
Q2 | $19.6M | Sell |
963,997
-197,041
| -17% | -$4.01M | 0.02% | 585 |
|
|
2018
Q1 | $23.6M | Buy |
1,161,038
+70,892
| +7% | +$1.44M | 0.02% | 537 |
|
|
2017
Q4 | $25.8M | Buy |
1,090,146
+485,309
| +80% | +$11.5M | 0.02% | 515 |
|
|
2017
Q3 | $13.7M | Buy |
604,837
+19,597
| +3% | +$443K | 0.01% | 702 |
|
|
2017
Q2 | $13.7M | Buy |
585,240
+15,153
| +3% | +$355K | 0.01% | 687 |
|
|
2017
Q1 | $13.3M | Buy |
570,087
+53,306
| +10% | +$1.24M | 0.01% | 679 |
|
|
2016
Q4 | $10.2M | Sell |
516,781
-2,303
| -0.4% | -$45.4K | 0.01% | 761 |
|
|
2016
Q3 | $8.85M | Buy |
519,084
+10,709
| +2% | +$183K | 0.01% | 817 |
|
|
2016
Q2 | $7.89M | Buy |
508,375
+14,250
| +3% | +$221K | 0.01% | 861 |
|
|
2016
Q1 | $7.15M | Sell |
494,125
-103,893
| -17% | -$1.5M | 0.01% | 833 |
|
|
2015
Q4 | $9.31M | Buy |
598,018
+43,513
| +8% | +$677K | 0.01% | 724 |
|
|
2015
Q3 | $10.1M | Sell |
554,505
-787
| -0.1% | -$14.3K | 0.01% | 674 |
|
|
2015
Q2 | $12.1M | Buy |
555,292
+2,756
| +0.5% | +$59.9K | 0.01% | 680 |
|
|
2015
Q1 | $11M | Buy |
552,536
+500,701
| +966% | +$9.99M | 0.01% | 725 |
|
|
2014
Q4 | $1.04M | Buy |
51,835
+11,885
| +30% | +$238K | ﹤0.01% | 1449 |
|
|
2014
Q3 | $852K | Buy |
39,950
+6,109
| +18% | +$130K | ﹤0.01% | 1509 |
|
|
2014
Q2 | $794K | Buy |
33,841
+8,073
| +31% | +$189K | ﹤0.01% | 1543 |
|
|
2014
Q1 | $645K | Buy |
25,768
+2,098
| +9% | +$52.5K | ﹤0.01% | 1509 |
|
|
2013
Q4 | $600K | Buy |
23,670
+1,533
| +7% | +$38.9K | ﹤0.01% | 1481 |
|
|
2013
Q3 | $540K | Sell |
22,137
-17,409
| -44% | -$425K | ﹤0.01% | 1465 |
|
|
2013
Q2 | $928K | Buy |
+39,546
| New | +$928K | ﹤0.01% | 1192 |
|