BFSG LLC’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 | $311K | Buy |
5,694
+300
| +6% | +$16.4K | 0.03% | 214 |
|
|
2025
Q1 | $289K | Sell |
5,394
-370
| -6% | -$19.8K | 0.04% | 201 |
|
|
2024
Q4 | $452K | Sell |
5,764
-2,592
| -31% | -$203K | 0.05% | 183 |
|
|
2024
Q3 | $514K | Sell |
8,356
-1,265
| -13% | -$77.9K | 0.06% | 179 |
|
|
2024
Q2 | $479K | Sell |
9,621
-2,190
| -19% | -$109K | 0.06% | 178 |
|
|
2024
Q1 | $521K | Sell |
11,811
-1,215
| -9% | -$53.6K | 0.07% | 169 |
|
|
2023
Q4 | $526K | Sell |
13,026
-195
| -1% | -$7.88K | 0.08% | 168 |
|
|
2023
Q3 | $484K | Buy |
+13,221
| New | +$484K | 0.08% | 168 |
|
|
2018
Q2 | – | Sell |
-11,550
| Closed | -$235K | – | 142 |
|
|
2018
Q1 | $235K | Sell |
11,550
-747
| -6% | -$15.2K | 0.1% | 128 |
|
|
2017
Q4 | $292K | Sell |
12,297
-224
| -2% | -$5.32K | 0.12% | 123 |
|
|
2017
Q3 | $283K | Buy |
12,521
+39
| +0.3% | +$881 | 0.13% | 98 |
|
|
2017
Q2 | $292K | Buy |
+12,482
| New | +$292K | 0.14% | 92 |
|