Bay Colony Advisors’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 | $517K | Buy |
9,460
+10
| +0.1% | +$547 | 0.07% | 235 |
|
|
2025
Q1 | $493K | Buy |
9,450
+103
| +1% | +$5.38K | 0.08% | 246 |
|
|
2024
Q4 | $733K | Sell |
9,347
-28
| -0.3% | -$2.2K | 0.11% | 188 |
|
|
2024
Q3 | $577K | Hold |
9,375
| – | – | 0.09% | 222 |
|
|
2024
Q2 | $467K | Hold |
9,375
| – | – | 0.08% | 224 |
|
|
2024
Q1 | $413K | Hold |
9,375
| – | – | 0.07% | 236 |
|
|
2023
Q4 | $379K | Buy |
9,375
+1,800
| +24% | +$72.7K | 0.07% | 243 |
|
|
2023
Q3 | $277K | Sell |
7,575
-10,598
| -58% | -$388K | 0.07% | 255 |
|
|
2023
Q2 | $603K | Buy |
18,173
+1,674
| +10% | +$55.5K | 0.15% | 146 |
|
|
2023
Q1 | $511K | Sell |
16,499
-13,360
| -45% | -$414K | 0.13% | 154 |
|
|
2022
Q4 | $979K | Buy |
29,859
+784
| +3% | +$25.7K | 0.26% | 101 |
|
|
2022
Q3 | $820K | Hold |
29,075
| – | – | 0.24% | 101 |
|
|
2022
Q2 | $905K | Sell |
29,075
-12,312
| -30% | -$383K | 0.23% | 109 |
|
|
2022
Q1 | $1.3M | Sell |
41,387
-48,778
| -54% | -$1.53M | 0.31% | 82 |
|
|
2021
Q4 | $3.35M | Sell |
90,165
-45
| -0% | -$1.67K | 0.96% | 11 |
|
|
2021
Q3 | $3.2M | Buy |
90,210
+42
| +0% | +$1.49K | 1.05% | 8 |
|
|
2021
Q2 | $2.95M | Buy |
90,168
+3,042
| +3% | +$99.5K | 0.98% | 11 |
|
|
2021
Q1 | $2.51M | Sell |
87,126
-1,569
| -2% | -$45.1K | 0.96% | 16 |
|
|
2020
Q4 | $2.09M | Buy |
88,695
+7,322
| +9% | +$172K | 1.11% | 11 |
|
|
2020
Q3 | $1.4M | Sell |
81,373
-523
| -0.6% | -$9K | 0.87% | 23 |
|
|
2020
Q2 | $1.22M | Buy |
81,896
+23,271
| +40% | +$346K | 0.88% | 27 |
|
|
2020
Q1 | $766K | Buy |
58,625
+51
| +0.1% | +$666 | 0.69% | 47 |
|
|
2019
Q4 | $1.24M | Buy |
58,574
+262
| +0.4% | +$5.54K | 0.81% | 25 |
|
|
2019
Q3 | $1.03M | Buy |
+58,312
| New | +$1.03M | 0.7% | 35 |
|
|
2018
Q3 | – | Sell |
-5,362
| Closed | -$109K | – | 573 |
|
|
2018
Q2 | $109K | Buy |
+5,362
| New | +$109K | 0.08% | 241 |
|