Cerity 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 | $12.7M | Buy |
231,508
+5,053
| +2% | +$276K | 0.02% | 460 |
|
|
2025
Q1 | $12.1M | Sell |
226,455
-60,164
| -21% | -$3.22M | 0.02% | 439 |
|
|
2024
Q4 | $18.3M | Sell |
286,619
-174,228
| -38% | -$11.1M | 0.04% | 327 |
|
|
2024
Q3 | $28.4M | Buy |
460,847
+251,146
| +120% | +$15.5M | 0.06% | 256 |
|
|
2024
Q2 | $10.4M | Sell |
209,701
-239,298
| -53% | -$11.9M | 0.03% | 406 |
|
|
2024
Q1 | $19.8M | Buy |
448,999
+252,442
| +128% | +$11.1M | 0.05% | 296 |
|
|
2023
Q4 | $7.94M | Buy |
196,557
+162,442
| +476% | +$6.56M | 0.03% | 414 |
|
|
2023
Q3 | $1.25M | Sell |
34,115
-158,140
| -82% | -$5.79M | 0.01% | 691 |
|
|
2023
Q2 | $6.38M | Sell |
192,255
-5,203
| -3% | -$173K | 0.02% | 449 |
|
|
2023
Q1 | $6.27M | Buy |
+197,458
| New | +$6.27M | 0.01% | 450 |
|
|
2018
Q2 | – | Sell |
-14,382
| Closed | -$293K | – | 560 |
|
|
2018
Q1 | $293K | Hold |
14,382
| – | – | 0.02% | 441 |
|
|
2017
Q4 | $341K | Hold |
14,382
| – | – | 0.02% | 409 |
|
|
2017
Q3 | $325K | Buy |
14,382
+2,437
| +20% | +$55.1K | 0.02% | 416 |
|
|
2017
Q2 | $570K | Sell |
11,945
-2,320
| -16% | -$111K | 0.05% | 220 |
|
|
2017
Q1 | $332K | Buy |
+14,265
| New | +$332K | 0.03% | 315 |
|