Carnegie Investment Counsel’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 | $545K | Buy |
9,970
+511
| +5% | +$27.9K | 0.01% | 376 |
|
|
2025
Q1 | $431K | Buy |
9,459
+3,014
| +47% | +$137K | 0.01% | 385 |
|
|
2024
Q4 | $505K | Hold |
6,445
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $397K | Hold |
6,445
| – | – | 0.01% | 368 |
|
|
2024
Q2 | $321K | Hold |
6,445
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $284K | Hold |
6,445
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $260K | Hold |
6,445
| – | – | 0.01% | 435 |
|
|
2023
Q3 | $236K | Hold |
6,445
| – | – | 0.01% | 450 |
|
|
2023
Q2 | $214K | Hold |
6,445
| – | – | 0.01% | 467 |
|
|
2023
Q1 | $205K | Sell |
6,445
-296
| -4% | -$9.4K | 0.01% | 490 |
|
|
2022
Q4 | $221K | Buy |
+6,741
| New | +$221K | 0.01% | 473 |
|
|
2022
Q2 | – | Sell |
-7,016
| Closed | -$220K | – | 490 |
|
|
2022
Q1 | $220K | Hold |
7,016
| – | – | 0.01% | 455 |
|
|
2021
Q4 | $260K | Hold |
7,016
| – | – | 0.01% | 442 |
|
|
2021
Q3 | $249K | Hold |
7,016
| – | – | 0.01% | 424 |
|
|
2021
Q2 | $229K | Sell |
7,016
-79
| -1% | -$2.58K | 0.01% | 436 |
|
|
2021
Q1 | $204K | Buy |
+7,095
| New | +$204K | 0.01% | 443 |
|