BMO
Beck Mack & Oliver’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2M | Sell |
1,283,354
-29,550
| -2% | -$1.62M | 1.34% | 24 |
|
|
2025
Q1 | $70.3M | Sell |
1,312,904
-44,930
| -3% | -$2.41M | 1.4% | 24 |
|
|
2024
Q4 | $106M | Sell |
1,357,834
-37,279
| -3% | -$2.92M | 1.97% | 18 |
|
|
2024
Q3 | $85.9M | Sell |
1,395,113
-82,653
| -6% | -$5.09M | 1.67% | 23 |
|
|
2024
Q2 | $73.5M | Sell |
1,477,766
-218,652
| -13% | -$10.9M | 1.52% | 26 |
|
|
2024
Q1 | $74.8M | Sell |
1,696,418
-43,730
| -3% | -$1.93M | 1.52% | 27 |
|
|
2023
Q4 | $70.3M | Sell |
1,740,148
-79,245
| -4% | -$3.2M | 1.64% | 19 |
|
|
2023
Q3 | $66.6M | Sell |
1,819,393
-27,975
| -2% | -$1.02M | 1.74% | 17 |
|
|
2023
Q2 | $61.3M | Sell |
1,847,368
-53,635
| -3% | -$1.78M | 1.6% | 21 |
|
|
2023
Q1 | $60.3M | Sell |
1,901,003
-23,664
| -1% | -$751K | 1.74% | 16 |
|
|
2022
Q4 | $66M | Sell |
1,924,667
-30,654
| -2% | -$1.05M | 1.94% | 14 |
|
|
2022
Q3 | $57.7M | Sell |
1,955,321
-21,618
| -1% | -$638K | 1.86% | 17 |
|
|
2022
Q2 | $54.6M | Sell |
1,976,939
-12,771
| -0.6% | -$353K | 1.64% | 20 |
|
|
2022
Q1 | $65.4M | Sell |
1,989,710
-24,422
| -1% | -$802K | 1.64% | 21 |
|
|
2021
Q4 | $78.1M | Sell |
2,014,132
-37,127
| -2% | -$1.44M | 1.86% | 19 |
|
|
2021
Q3 | $76.2M | Sell |
2,051,259
-95,778
| -4% | -$3.56M | 1.98% | 16 |
|
|
2021
Q2 | $73.4M | Sell |
2,147,037
-139,814
| -6% | -$4.78M | 1.95% | 18 |
|
|
2021
Q1 | $68.8M | Sell |
2,286,851
-126,693
| -5% | -$3.81M | 2.13% | 14 |
|
|
2020
Q4 | $59.4M | Sell |
2,413,544
-57,150
| -2% | -$1.41M | 1.97% | 17 |
|
|
2020
Q3 | $44.5M | Sell |
2,470,694
-3,111
| -0.1% | -$56K | 1.63% | 22 |
|
|
2020
Q2 | $38.5M | Sell |
2,473,805
-70,215
| -3% | -$1.09M | 1.43% | 23 |
|
|
2020
Q1 | $34.8M | Sell |
2,544,020
-176,428
| -6% | -$2.41M | 1.55% | 23 |
|
|
2019
Q4 | $58.1M | Sell |
2,720,448
-146,462
| -5% | -$3.13M | 1.92% | 18 |
|
|
2019
Q3 | $52.8M | Buy |
2,866,910
+1,800,388
| +169% | +$33.1M | 1.86% | 20 |
|
|
2019
Q2 | $20.5M | Sell |
1,066,522
-34,288
| -3% | -$659K | 0.72% | 37 |
|
|
2019
Q1 | $20.7M | Sell |
1,100,810
-41,671
| -4% | -$783K | 0.74% | 38 |
|
|
2018
Q4 | $19.8M | Buy |
1,142,481
+28,173
| +3% | +$489K | 0.8% | 38 |
|
|
2018
Q3 | $24.5M | Sell |
1,114,308
-657,294
| -37% | -$14.4M | 0.78% | 38 |
|
|
2018
Q2 | $40.3M | Sell |
1,771,602
-1,336,496
| -43% | -$30.4M | 1.35% | 26 |
|
|
2018
Q1 | $70.6M | Sell |
3,108,098
-51,891
| -2% | -$1.18M | 2.38% | 17 |
|
|
2017
Q4 | $83.7M | Sell |
3,159,989
-226,737
| -7% | -$6.01M | 2.75% | 10 |
|
|
2017
Q3 | $85.5M | Sell |
3,386,726
-39,231
| -1% | -$991K | 2.81% | 10 |
|
|
2017
Q2 | $89.6M | Sell |
3,425,957
-29,953
| -0.9% | -$784K | 3.02% | 6 |
|
|
2017
Q1 | $89.9M | Sell |
3,455,910
-44,624
| -1% | -$1.16M | 3.14% | 6 |
|
|
2016
Q4 | $81.4M | Sell |
3,500,534
-39,244
| -1% | -$912K | 2.93% | 6 |
|
|
2016
Q3 | $67.4M | Sell |
3,539,778
-63,863
| -2% | -$1.22M | 2.43% | 14 |
|
|
2016
Q2 | $62.5M | Sell |
3,603,641
-595,788
| -14% | -$10.3M | 2.2% | 17 |
|
|
2016
Q1 | $67.9M | Sell |
4,199,429
-204,624
| -5% | -$3.31M | 2.37% | 10 |
|
|
2015
Q4 | $76.6M | Sell |
4,404,053
-1,777,576
| -29% | -$30.9M | 2.61% | 8 |
|
|
2015
Q3 | $125M | Sell |
6,181,629
-344,713
| -5% | -$6.98M | 3.79% | 2 |
|
|
2015
Q2 | $158M | Sell |
6,526,342
-546,189
| -8% | -$13.3M | 4.13% | 2 |
|
|
2015
Q1 | $158M | Sell |
7,072,531
-630,900
| -8% | -$14.1M | 3.95% | 2 |
|
|
2014
Q4 | $173M | Sell |
7,703,431
-134,280
| -2% | -$3.01M | 4.19% | 2 |
|
|
2014
Q3 | $187M | Buy |
7,837,711
+66,310
| +0.9% | +$1.58M | 4.39% | 1 |
|
|
2014
Q2 | $204M | Buy |
7,771,401
+92,320
| +1% | +$2.42M | 4.57% | 1 |
|
|
2014
Q1 | $215M | Buy |
7,679,081
+116,397
| +2% | +$3.26M | 5.02% | 1 |
|
|
2013
Q4 | $214M | Sell |
7,562,684
-22,251
| -0.3% | -$631K | 5.24% | 1 |
|
|
2013
Q3 | $207M | Buy |
7,584,935
+48,821
| +0.6% | +$1.33M | 5.44% | 1 |
|
|
2013
Q2 | $198M | Buy |
+7,536,114
| New | +$198M | 5.39% | 1 |
|