Capstone 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
Q1 | – | Sell |
-3,570
| Closed | -$280K | – | 705 |
|
|
2024
Q4 | $280K | Sell |
3,570
-414
| -10% | -$32.5K | ﹤0.01% | 617 |
|
|
2024
Q3 | $245K | Buy |
+3,984
| New | +$245K | ﹤0.01% | 619 |
|
|
2024
Q1 | – | Sell |
-5,163
| Closed | -$209K | – | 1417 |
|
|
2023
Q4 | $209K | Buy |
+5,163
| New | +$209K | ﹤0.01% | 848 |
|
|
2018
Q1 | – | Sell |
-21,483
| Closed | -$509K | – | 312 |
|
|
2017
Q4 | $509K | Sell |
21,483
-11,248
| -34% | -$267K | 0.01% | 179 |
|
|
2017
Q3 | $739K | Sell |
32,731
-171,495
| -84% | -$3.87M | 0.03% | 171 |
|
|
2017
Q2 | $4.78M | Buy |
204,226
+192,273
| +1,609% | +$4.5M | 0.13% | 98 |
|
|
2017
Q1 | $278K | Sell |
11,953
-41,827
| -78% | -$973K | 0.01% | 568 |
|
|
2016
Q4 | $1.12M | Buy |
+53,780
| New | +$1.12M | 0.03% | 281 |
|
|
2016
Q3 | – | Sell |
-53,140
| Closed | -$824K | – | 702 |
|
|
2016
Q2 | $824K | Sell |
53,140
-177,205
| -77% | -$2.75M | 0.02% | 306 |
|
|
2016
Q1 | $3.33M | Buy |
+230,345
| New | +$3.33M | 0.1% | 96 |
|