Belmont Capital’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 | $350K | Buy |
6,405
+2,542
| +66% | +$139K | 0.05% | 94 |
|
|
2025
Q1 | $207K | Hold |
3,863
| – | – | 0.04% | 118 |
|
|
2024
Q4 | $303K | Sell |
3,863
-157
| -4% | -$12.3K | 0.05% | 65 |
|
|
2024
Q3 | $247K | Sell |
4,020
-51
| -1% | -$3.14K | 0.04% | 109 |
|
|
2024
Q2 | $203K | Hold |
4,071
| – | – | 0.04% | 127 |
|
|
2024
Q1 | $180K | Hold |
4,071
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $165K | Hold |
4,071
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $149K | Buy |
4,071
+3,536
| +661% | +$130K | 0.08% | 77 |
|
|
2023
Q2 | $17.7K | Hold |
535
| – | – | 0.01% | 109 |
|
|
2023
Q1 | $17K | Sell |
535
-25
| -4% | -$794 | 0.01% | 73 |
|
|
2022
Q4 | $18K | Hold |
560
| – | – | 0.02% | 68 |
|
|
2022
Q3 | $16K | Buy |
+560
| New | +$16K | 0.02% | 59 |
|