Charles Schwab’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 | $62M | Buy |
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|
2025
Q1 | $60.4M | Sell |
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|
2024
Q4 | $90.3M | Sell |
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|
2024
Q3 | $72M | Sell |
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|
2024
Q2 | $61M | Buy |
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|
2024
Q1 | $54M | Buy |
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|
2023
Q4 | $48.4M | Sell |
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|
2023
Q3 | $44M | Sell |
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|
2023
Q2 | $40.9M | Buy |
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|
2023
Q1 | $37.9M | Sell |
|
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|
2022
Q4 | $141M | Buy |
|
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|
2022
Q3 | $112M | Buy |
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|
2022
Q2 | $96.9M | Buy |
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|
2022
Q1 | $109M | Buy |
|
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|
2021
Q4 | $42.9M | Sell |
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|
2021
Q3 | $46.9M | Buy |
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|
2021
Q2 | $43M | Sell |
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|
2021
Q1 | $44M | Sell |
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|
2020
Q4 | $37M | Buy |
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|
2020
Q3 | $20.4M | Sell |
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|
2020
Q2 | $19.2M | Sell |
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|
2020
Q1 | $17.8M | Sell |
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|
2019
Q4 | $28.6M | Buy |
|
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|
2019
Q3 | $24.2M | Sell |
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|
2019
Q2 | $32.4M | Sell |
|
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|
2019
Q1 | $31.9M | Sell |
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|
2018
Q4 | $29.5M | Buy |
|
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|
2018
Q3 | $36.5M | Sell |
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|
2018
Q2 | $38M | Sell |
|
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|
2018
Q1 | $38.3M | Buy |
|
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|
2017
Q4 | $44.5M | Buy |
|
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|
2017
Q3 | $41.4M | Buy |
|
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|
2017
Q2 | $39.1M | Buy |
|
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|
2017
Q1 | $38M | Buy |
|
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|
2016
Q4 | $31.3M | Buy |
|
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|
2016
Q3 | $24.3M | Buy |
|
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|
2016
Q2 | $21.6M | Buy |
|
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|
2016
Q1 | $19M | Buy |
|
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|
2015
Q4 | $20.1M | Buy |
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|
2015
Q3 | $22.3M | Buy |
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|
2015
Q2 | $20.1M | Buy |
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|
2015
Q1 | $17.9M | Buy |
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|
2014
Q4 | $16.3M | Buy |
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|
2014
Q3 | $16.3M | Buy |
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|
2014
Q2 | $17M | Sell |
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|
2014
Q1 | $18.5M | Buy |
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|
2013
Q4 | $18M | Buy |
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|
2013
Q3 | $17.1M | Buy |
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|
2013
Q2 | $14.8M | Buy |
|