BFS
Bard Financial Services’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
20,175
-500
| -2% | -$27.3K | 0.13% | 115 |
|
|
2025
Q1 | $1.11M | Sell |
20,675
-125
| -0.6% | -$6.7K | 0.14% | 109 |
|
|
2024
Q4 | $1.63M | Sell |
20,800
-750
| -3% | -$58.8K | 0.2% | 93 |
|
|
2024
Q3 | $1.33M | Sell |
21,550
-250
| -1% | -$15.4K | 0.16% | 102 |
|
|
2024
Q2 | $1.08M | Sell |
21,800
-250
| -1% | -$12.4K | 0.11% | 117 |
|
|
2024
Q1 | $972K | Sell |
22,050
-3,375
| -13% | -$149K | 0.1% | 119 |
|
|
2023
Q4 | $1.03M | Sell |
25,425
-10,500
| -29% | -$424K | 0.12% | 116 |
|
|
2023
Q3 | $1.32M | Sell |
35,925
-2,000
| -5% | -$73.3K | 0.16% | 100 |
|
|
2023
Q2 | $1.26M | Sell |
37,925
-1,000
| -3% | -$33.2K | 0.1% | 149 |
|
|
2023
Q1 | $1.24M | Sell |
38,925
-1,250
| -3% | -$39.7K | 0.1% | 151 |
|
|
2022
Q4 | $1.38M | Sell |
40,175
-5,450
| -12% | -$187K | 0.12% | 136 |
|
|
2022
Q3 | $1.35M | Buy |
45,625
+450
| +1% | +$13.3K | 0.13% | 130 |
|
|
2022
Q2 | $1.25M | Buy |
45,175
+7,500
| +20% | +$207K | 0.11% | 139 |
|
|
2022
Q1 | $1.24M | Buy |
37,675
+14,675
| +64% | +$482K | 0.1% | 137 |
|
|
2021
Q4 | $892K | Buy |
23,000
+14,000
| +156% | +$543K | 0.07% | 158 |
|
|
2021
Q3 | $334K | Buy |
+9,000
| New | +$334K | 0.03% | 212 |
|