Bell Investment 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 | $6.73K | Buy |
123
+12
| +11% | +$656 | ﹤0.01% | 843 |
|
|
2025
Q1 | $5.95K | Hold |
111
| – | – | ﹤0.01% | 830 |
|
|
2024
Q4 | $8.7K | Hold |
111
| – | – | ﹤0.01% | 665 |
|
|
2024
Q3 | $6.83K | Sell |
111
-22
| -17% | -$1.35K | ﹤0.01% | 782 |
|
|
2024
Q2 | $6.62K | Hold |
133
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $5.87K | Hold |
133
| – | – | ﹤0.01% | 840 |
|
|
2023
Q4 | $5.38K | Hold |
133
| – | – | ﹤0.01% | 840 |
|
|
2023
Q3 | $4.87K | Hold |
133
| – | – | ﹤0.01% | 817 |
|
|
2023
Q2 | $4.41K | Sell |
133
-84
| -39% | -$2.79K | ﹤0.01% | 884 |
|
|
2023
Q1 | $6.89K | Sell |
217
-40
| -16% | -$1.27K | ﹤0.01% | 628 |
|
|
2022
Q4 | $8.43K | Buy |
257
+46
| +22% | +$1.51K | ﹤0.01% | 552 |
|
|
2022
Q3 | $6K | Buy |
211
+51
| +32% | +$1.45K | ﹤0.01% | 595 |
|
|
2022
Q2 | $4K | Buy |
+160
| New | +$4K | ﹤0.01% | 812 |
|
|
2021
Q4 | $6K | Hold |
152
| – | – | ﹤0.01% | 692 |
|
|
2021
Q3 | $5K | Buy |
+152
| New | +$5K | ﹤0.01% | 717 |
|