CAPTRUST Financial Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
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|
2025
Q1 | $44.5M | Sell |
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|
2024
Q4 | $65.4M | Buy |
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|
2024
Q3 | $51.3M | Sell |
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|
2024
Q2 | $78M | Buy |
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|
2024
Q1 | $67.2M | Sell |
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|
2023
Q4 | $64.3M | Buy |
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|
2023
Q3 | $57.8M | Sell |
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|
2023
Q2 | $85.7M | Buy |
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|
2023
Q1 | $78.3M | Sell |
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|
2022
Q4 | $82M | Buy |
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|
2022
Q3 | $69M | Sell |
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|
2022
Q2 | $68.1M | Buy |
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|
2022
Q1 | $71.8M | Buy |
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|
2021
Q4 | $83.5M | Buy |
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|
2021
Q3 | $76.7M | Buy |
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|
2021
Q2 | $69.2M | Buy |
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|
2021
Q1 | $58.7M | Buy |
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|
2020
Q4 | $37.1M | Buy |
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|
2020
Q3 | $23.3M | Sell |
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|
2020
Q2 | $20.4M | Buy |
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|
2020
Q1 | $13.4M | Buy |
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|
2019
Q4 | $23.3M | Buy |
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|
2019
Q3 | $32K | Sell |
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|
2019
Q2 | $44K | Buy |
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|
2019
Q1 | $15K | Buy |
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