Charles Schwab’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 | $62M | Buy |
1,133,781
+6,307
| +0.6% | +$345K | 0.01% | 967 |
|
|
2025
Q1 | $60.4M | Sell |
1,127,474
-23,697
| -2% | -$1.27M | 0.01% | 951 |
|
|
2024
Q4 | $90.3M | Sell |
1,151,171
-19,406
| -2% | -$1.52M | 0.02% | 718 |
|
|
2024
Q3 | $72M | Sell |
1,170,577
-55,778
| -5% | -$3.43M | 0.01% | 854 |
|
|
2024
Q2 | $61M | Buy |
1,226,355
+921
| +0.1% | +$45.8K | 0.01% | 924 |
|
|
2024
Q1 | $54M | Buy |
1,225,434
+27,738
| +2% | +$1.22M | 0.01% | 989 |
|
|
2023
Q4 | $48.4M | Sell |
1,197,696
-2,509
| -0.2% | -$101K | 0.01% | 1001 |
|
|
2023
Q3 | $44M | Sell |
1,200,205
-32,125
| -3% | -$1.18M | 0.01% | 971 |
|
|
2023
Q2 | $40.9M | Buy |
1,232,330
+38,935
| +3% | +$1.29M | 0.01% | 993 |
|
|
2023
Q1 | $37.9M | Sell |
1,193,395
-3,109,372
| -72% | -$98.7M | 0.01% | 1019 |
|
|
2022
Q4 | $141M | Buy |
4,302,767
+340,769
| +9% | +$11.2M | 0.05% | 359 |
|
|
2022
Q3 | $112M | Buy |
3,961,998
+293,434
| +8% | +$8.28M | 0.04% | 402 |
|
|
2022
Q2 | $96.9M | Buy |
3,668,564
+186,703
| +5% | +$4.93M | 0.03% | 466 |
|
|
2022
Q1 | $109M | Buy |
3,481,861
+2,325,917
| +201% | +$73M | 0.03% | 482 |
|
|
2021
Q4 | $42.9M | Sell |
1,155,944
-165,500
| -13% | -$6.14M | 0.01% | 1007 |
|
|
2021
Q3 | $46.9M | Buy |
1,321,444
+7,570
| +0.6% | +$269K | 0.02% | 916 |
|
|
2021
Q2 | $43M | Sell |
1,313,874
-215,499
| -14% | -$7.05M | 0.01% | 976 |
|
|
2021
Q1 | $44M | Sell |
1,529,373
-43,152
| -3% | -$1.24M | 0.02% | 929 |
|
|
2020
Q4 | $37M | Buy |
1,572,525
+385,540
| +32% | +$9.07M | 0.01% | 976 |
|
|
2020
Q3 | $20.4M | Sell |
1,186,985
-103,426
| -8% | -$1.78M | 0.01% | 1190 |
|
|
2020
Q2 | $19.2M | Sell |
1,290,411
-73,309
| -5% | -$1.09M | 0.01% | 1210 |
|
|
2020
Q1 | $17.8M | Sell |
1,363,720
-34,141
| -2% | -$446K | 0.01% | 1090 |
|
|
2019
Q4 | $28.6M | Buy |
1,397,861
+20,611
| +1% | +$421K | 0.02% | 969 |
|
|
2019
Q3 | $24.2M | Sell |
1,377,250
-502,036
| -27% | -$8.83M | 0.01% | 1009 |
|
|
2019
Q2 | $32.4M | Sell |
1,879,286
-16,800
| -0.9% | -$289K | 0.02% | 822 |
|
|
2019
Q1 | $31.9M | Sell |
1,896,086
-233
| -0% | -$3.92K | 0.02% | 824 |
|
|
2018
Q4 | $29.5M | Buy |
1,896,319
+40,950
| +2% | +$636K | 0.02% | 729 |
|
|
2018
Q3 | $36.5M | Sell |
1,855,369
-11,914
| -0.6% | -$234K | 0.02% | 707 |
|
|
2018
Q2 | $38M | Sell |
1,867,283
-13,727
| -0.7% | -$279K | 0.03% | 635 |
|
|
2018
Q1 | $38.3M | Buy |
1,881,010
+3,603
| +0.2% | +$73.3K | 0.03% | 605 |
|
|
2017
Q4 | $44.5M | Buy |
1,877,407
+46,024
| +3% | +$1.09M | 0.04% | 510 |
|
|
2017
Q3 | $41.4M | Buy |
1,831,383
+163,409
| +10% | +$3.69M | 0.04% | 488 |
|
|
2017
Q2 | $39.1M | Buy |
1,667,974
+37,097
| +2% | +$869K | 0.04% | 484 |
|
|
2017
Q1 | $38M | Buy |
1,630,877
+124,660
| +8% | +$2.9M | 0.04% | 476 |
|
|
2016
Q4 | $31.3M | Buy |
1,506,217
+77,952
| +5% | +$1.62M | 0.03% | 513 |
|
|
2016
Q3 | $24.3M | Buy |
1,428,265
+36,054
| +3% | +$614K | 0.03% | 579 |
|
|
2016
Q2 | $21.6M | Buy |
1,392,211
+77,771
| +6% | +$1.21M | 0.03% | 591 |
|
|
2016
Q1 | $19M | Buy |
1,314,440
+25,908
| +2% | +$375K | 0.03% | 630 |
|
|
2015
Q4 | $20.1M | Buy |
1,288,532
+60,213
| +5% | +$937K | 0.03% | 598 |
|
|
2015
Q3 | $22.3M | Buy |
1,228,319
+303,610
| +33% | +$5.51M | 0.03% | 515 |
|
|
2015
Q2 | $20.1M | Buy |
924,709
+26,123
| +3% | +$568K | 0.03% | 566 |
|
|
2015
Q1 | $17.9M | Buy |
898,586
+88,303
| +11% | +$1.76M | 0.03% | 608 |
|
|
2014
Q4 | $16.3M | Buy |
810,283
+44,371
| +6% | +$891K | 0.02% | 598 |
|
|
2014
Q3 | $16.3M | Buy |
765,912
+40,702
| +6% | +$869K | 0.03% | 560 |
|
|
2014
Q2 | $17M | Sell |
725,210
-12,660
| -2% | -$297K | 0.03% | 535 |
|
|
2014
Q1 | $18.5M | Buy |
737,870
+28,164
| +4% | +$706K | 0.03% | 494 |
|
|
2013
Q4 | $18M | Buy |
709,706
+13,002
| +2% | +$330K | 0.03% | 464 |
|
|
2013
Q3 | $17.1M | Buy |
696,704
+69,555
| +11% | +$1.71M | 0.03% | 448 |
|
|
2013
Q2 | $14.8M | Buy |
+627,149
| New | +$14.8M | 0.03% | 458 |
|