Checchi Capital Advisers’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 | $250K | Sell |
4,564
-525
| -10% | -$28.7K | 0.01% | 496 |
|
|
2025
Q1 | $273K | Hold |
5,089
| – | – | 0.01% | 478 |
|
|
2024
Q4 | $399K | Sell |
5,089
-1,617
| -24% | -$127K | 0.02% | 368 |
|
|
2024
Q3 | $413K | Hold |
6,706
| – | – | 0.02% | 368 |
|
|
2024
Q2 | $334K | Sell |
6,706
-43
| -0.6% | -$2.14K | 0.02% | 402 |
|
|
2024
Q1 | $298K | Hold |
6,749
| – | – | 0.02% | 446 |
|
|
2023
Q4 | $273K | Buy |
6,749
+164
| +2% | +$6.63K | 0.02% | 451 |
|
|
2023
Q3 | $241K | Hold |
6,585
| – | – | 0.02% | 457 |
|
|
2023
Q2 | $218K | Sell |
6,585
-65
| -1% | -$2.16K | 0.02% | 518 |
|
|
2023
Q1 | $211K | Buy |
6,650
+84
| +1% | +$2.67K | 0.02% | 518 |
|
|
2022
Q4 | $215K | Buy |
+6,566
| New | +$215K | 0.02% | 499 |
|
|
2022
Q3 | – | Sell |
-6,522
| Closed | -$203K | – | 567 |
|
|
2022
Q2 | $203K | Buy |
6,522
+64
| +1% | +$1.99K | 0.02% | 548 |
|
|
2022
Q1 | $203K | Buy |
6,458
+497
| +8% | +$15.6K | 0.02% | 512 |
|
|
2021
Q4 | $221K | Hold |
5,961
| – | – | 0.02% | 469 |
|
|
2021
Q3 | $212K | Buy |
+5,961
| New | +$212K | 0.02% | 464 |
|
|
2016
Q3 | – | Sell |
-3,987
| Closed | -$62K | – | 797 |
|
|
2016
Q2 | $62K | Sell |
3,987
-199
| -5% | -$3.1K | 0.01% | 743 |
|
|
2016
Q1 | $61K | Buy |
+4,186
| New | +$61K | 0.01% | 758 |
|