Beacon Investment 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 | $8.75M | Buy |
159,960
+11,240
| +8% | +$615K | 0.39% | 64 |
|
|
2025
Q1 | $7.97M | Sell |
148,720
-23,431
| -14% | -$1.26M | 0.37% | 69 |
|
|
2024
Q4 | $13.5M | Buy |
172,151
+8,706
| +5% | +$683K | 0.58% | 53 |
|
|
2024
Q3 | $10.1M | Buy |
163,445
+3,518
| +2% | +$217K | 0.42% | 62 |
|
|
2024
Q2 | $7.96M | Buy |
159,927
+1,297
| +0.8% | +$64.5K | 0.34% | 67 |
|
|
2024
Q1 | $7M | Buy |
158,630
+8,615
| +6% | +$380K | 0.3% | 74 |
|
|
2023
Q4 | $6.06M | Sell |
150,015
-2,019
| -1% | -$81.6K | 0.28% | 80 |
|
|
2023
Q3 | $5.57M | Buy |
152,034
+310
| +0.2% | +$11.4K | 0.27% | 78 |
|
|
2023
Q2 | $5.03M | Sell |
151,724
-56
| -0% | -$1.86K | 0.23% | 86 |
|
|
2023
Q1 | $4.82M | Buy |
151,780
+4,279
| +3% | +$136K | 0.23% | 82 |
|
|
2022
Q4 | $4.83M | Sell |
147,501
-2,379
| -2% | -$78K | 0.25% | 86 |
|
|
2022
Q3 | $4.23M | Sell |
149,880
-7,092
| -5% | -$200K | 0.23% | 85 |
|
|
2022
Q2 | $4.15M | Buy |
156,972
+10,505
| +7% | +$277K | 0.22% | 93 |
|
|
2022
Q1 | $4.6M | Buy |
146,467
+48,416
| +49% | +$1.52M | 0.2% | 95 |
|
|
2021
Q4 | $3.64M | Buy |
98,051
+7,422
| +8% | +$275K | 0.14% | 107 |
|
|
2021
Q3 | $3.22M | Buy |
+90,629
| New | +$3.22M | 0.13% | 116 |
|