Barrow, Hanley, Mewhinney & Strauss’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 | $109M | Buy |
1,993,228
+18,936
| +1% | +$1.04M | 0.37% | 72 |
|
|
2025
Q1 | $106M | Sell |
1,974,292
-73,717
| -4% | -$3.95M | 0.38% | 75 |
|
|
2024
Q4 | $161M | Sell |
2,048,009
-382,816
| -16% | -$30M | 0.55% | 58 |
|
|
2024
Q3 | $150M | Sell |
2,430,825
-965,430
| -28% | -$59.4M | 0.49% | 63 |
|
|
2024
Q2 | $169M | Buy |
3,396,255
+389,385
| +13% | +$19.4M | 0.58% | 57 |
|
|
2024
Q1 | $133M | Sell |
3,006,870
-16,707
| -0.6% | -$737K | 0.45% | 60 |
|
|
2023
Q4 | $122M | Buy |
3,023,577
+70,388
| +2% | +$2.84M | 0.43% | 60 |
|
|
2023
Q3 | $108M | Sell |
2,953,189
-24,070
| -0.8% | -$882K | 0.41% | 60 |
|
|
2023
Q2 | $98.8M | Sell |
2,977,259
-39,666
| -1% | -$1.32M | 0.37% | 66 |
|
|
2023
Q1 | $95.8M | Buy |
3,016,925
+445,150
| +17% | +$14.1M | 0.37% | 64 |
|
|
2022
Q4 | $84.3M | Sell |
2,571,775
-329,774
| -11% | -$10.8M | 0.32% | 66 |
|
|
2022
Q3 | $81.8M | Sell |
2,901,549
-48,548
| -2% | -$1.37M | 0.34% | 66 |
|
|
2022
Q2 | $77.9M | Sell |
2,950,097
-600,323
| -17% | -$15.9M | 0.29% | 71 |
|
|
2022
Q1 | $112M | Sell |
3,550,420
-45,260
| -1% | -$1.42M | 0.36% | 63 |
|
|
2021
Q4 | $133M | Sell |
3,595,680
-871,450
| -20% | -$32.3M | 0.42% | 61 |
|
|
2021
Q3 | $159M | Sell |
4,467,130
-25,578
| -0.6% | -$908K | 0.53% | 58 |
|
|
2021
Q2 | $147M | Sell |
4,492,708
-123,008
| -3% | -$4.02M | 0.47% | 59 |
|
|
2021
Q1 | $133M | Sell |
4,615,716
-109,998
| -2% | -$3.17M | 0.42% | 64 |
|
|
2020
Q4 | $111M | Sell |
4,725,714
-5,403,081
| -53% | -$127M | 0.38% | 68 |
|
|
2020
Q3 | $174M | Sell |
10,128,795
-34,862
| -0.3% | -$600K | 0.67% | 49 |
|
|
2020
Q2 | $151M | Buy |
10,163,657
+4,366,751
| +75% | +$64.9M | 0.59% | 53 |
|
|
2020
Q1 | $75.8M | Buy |
5,796,906
+697,270
| +14% | +$9.11M | 0.35% | 63 |
|
|
2019
Q4 | $104M | Sell |
5,099,636
-3,461,411
| -40% | -$70.7M | 0.33% | 68 |
|
|
2019
Q3 | $151M | Sell |
8,561,047
-1,962,861
| -19% | -$34.5M | 0.3% | 76 |
|
|
2019
Q2 | $181M | Sell |
10,523,908
-1,201,904
| -10% | -$20.7M | 0.33% | 72 |
|
|
2019
Q1 | $197M | Buy |
11,725,812
+150,868
| +1% | +$2.54M | 0.36% | 69 |
|
|
2018
Q4 | $180M | Sell |
11,574,944
-518,713
| -4% | -$8.06M | 0.35% | 70 |
|
|
2018
Q3 | $238M | Sell |
12,093,657
-85,648
| -0.7% | -$1.68M | 0.38% | 65 |
|
|
2018
Q2 | $248M | Buy |
12,179,305
+8,616,798
| +242% | +$175M | 0.4% | 67 |
|
|
2018
Q1 | $72.5M | Buy |
+3,562,507
| New | +$72.5M | 0.12% | 117 |
|