CAPTRUST Financial Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
357,540
-473,811
| -57% | -$25.9M | 0.04% | 314 |
|
|
2025
Q1 | $44.5M | Sell |
831,351
-2,795
| -0.3% | -$150K | 0.11% | 166 |
|
|
2024
Q4 | $65.4M | Buy |
834,146
+451
| +0.1% | +$35.4K | 0.19% | 109 |
|
|
2024
Q3 | $51.3M | Sell |
833,695
-734,016
| -47% | -$45.2M | 0.15% | 130 |
|
|
2024
Q2 | $78M | Buy |
1,567,711
+44,040
| +3% | +$2.19M | 0.25% | 86 |
|
|
2024
Q1 | $67.2M | Sell |
1,523,671
-66,915
| -4% | -$2.95M | 0.25% | 94 |
|
|
2023
Q4 | $64.3M | Buy |
1,590,586
+13,313
| +0.8% | +$538K | 0.22% | 98 |
|
|
2023
Q3 | $57.8M | Sell |
1,577,273
-1,006,313
| -39% | -$36.9M | 0.22% | 95 |
|
|
2023
Q2 | $85.7M | Buy |
2,583,586
+117,107
| +5% | +$3.88M | 0.34% | 66 |
|
|
2023
Q1 | $78.3M | Buy |
2,466,479
+75,546
| +3% | +$2.4M | 0.34% | 66 |
|
|
2022
Q4 | $82M | Buy |
2,390,933
+51,262
| +2% | +$1.76M | 0.41% | 50 |
|
|
2022
Q3 | $69M | Sell |
2,339,671
-125,481
| -5% | -$3.7M | 0.4% | 54 |
|
|
2022
Q2 | $68.1M | Buy |
2,465,152
+278,300
| +13% | +$7.69M | 0.44% | 47 |
|
|
2022
Q1 | $71.8M | Buy |
2,186,852
+34,445
| +2% | +$1.13M | 0.47% | 44 |
|
|
2021
Q4 | $83.5M | Buy |
2,152,407
+86,376
| +4% | +$3.35M | 0.57% | 35 |
|
|
2021
Q3 | $76.7M | Buy |
2,066,031
+44,088
| +2% | +$1.64M | 0.64% | 28 |
|
|
2021
Q2 | $69.2M | Buy |
2,021,943
+71,097
| +4% | +$2.43M | 0.64% | 30 |
|
|
2021
Q1 | $58.7M | Buy |
1,950,846
+444,318
| +29% | +$13.4M | 0.64% | 31 |
|
|
2020
Q4 | $37.1M | Buy |
1,506,528
+216,662
| +17% | +$5.33M | 0.49% | 44 |
|
|
2020
Q3 | $23.3M | Sell |
1,289,866
-62,270
| -5% | -$1.12M | 0.39% | 58 |
|
|
2020
Q2 | $20.4M | Buy |
1,352,136
+273,390
| +25% | +$4.13M | 0.34% | 78 |
|
|
2020
Q1 | $13.4M | Buy |
1,078,746
+7,830
| +0.7% | +$96.9K | 0.29% | 94 |
|
|
2019
Q4 | $23.3M | Buy |
1,070,916
+1,069,173
| +61,341% | +$23.3M | 0.37% | 73 |
|
|
2019
Q3 | $32K | Sell |
1,743
-541
| -24% | -$9.93K | ﹤0.01% | 1153 |
|
|
2019
Q2 | $44K | Buy |
2,284
+1,484
| +186% | +$28.6K | ﹤0.01% | 1012 |
|
|
2019
Q1 | $15K | Buy |
+800
| New | +$15K | ﹤0.01% | 1270 |
|