Carmel Capital Partners’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 | $669K | Sell |
12,233
-7,165
| -37% | -$392K | 0.23% | 77 |
|
|
2025
Q1 | $1.04M | Sell |
19,398
-12
| -0.1% | -$643 | 0.41% | 59 |
|
|
2024
Q4 | $1.52M | Sell |
19,410
-64
| -0.3% | -$5.02K | 0.61% | 35 |
|
|
2024
Q3 | $1.2M | Buy |
19,474
+8,074
| +71% | +$497K | 0.46% | 46 |
|
|
2024
Q2 | $567K | Hold |
11,400
| – | – | 0.24% | 72 |
|
|
2024
Q1 | $503K | Hold |
11,400
| – | – | 0.21% | 75 |
|
|
2023
Q4 | $461K | Sell |
11,400
-1,000
| -8% | -$40.4K | 0.24% | 71 |
|
|
2023
Q3 | $454K | Hold |
12,400
| – | – | 0.2% | 80 |
|
|
2023
Q2 | $411K | Sell |
12,400
-2,000
| -14% | -$66.3K | 0.21% | 75 |
|
|
2023
Q1 | $457K | Sell |
14,400
-955
| -6% | -$30.3K | 0.27% | 75 |
|
|
2022
Q4 | $503K | Buy |
15,355
+3,661
| +31% | +$120K | 0.35% | 66 |
|
|
2022
Q3 | $330K | Buy |
+11,694
| New | +$330K | 0.32% | 74 |
|