CI Investments Inc’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 | $495K | Sell |
9,054
-151
| -2% | -$8.26K | ﹤0.01% | 519 |
|
|
2025
Q1 | $493K | Buy |
9,205
+978
| +12% | +$52.4K | ﹤0.01% | 518 |
|
|
2024
Q4 | $645K | Sell |
8,227
-1,506
| -15% | -$118K | ﹤0.01% | 470 |
|
|
2024
Q3 | $599K | Buy |
9,733
+1,154
| +13% | +$71K | ﹤0.01% | 464 |
|
|
2024
Q2 | $427K | Sell |
8,579
-313
| -4% | -$15.6K | ﹤0.01% | 495 |
|
|
2024
Q1 | $392K | Buy |
8,892
+1,683
| +23% | +$74.2K | ﹤0.01% | 519 |
|
|
2023
Q4 | $291K | Buy |
7,209
+198
| +3% | +$7.99K | ﹤0.01% | 539 |
|
|
2023
Q3 | $257K | Buy |
7,011
+128
| +2% | +$4.69K | ﹤0.01% | 569 |
|
|
2023
Q2 | $228K | Buy |
6,883
+202
| +3% | +$6.69K | ﹤0.01% | 606 |
|
|
2023
Q1 | $212K | Sell |
6,681
-270
| -4% | -$8.57K | ﹤0.01% | 579 |
|
|
2022
Q4 | $228K | Buy |
6,951
+3,906
| +128% | +$128K | ﹤0.01% | 585 |
|
|
2022
Q3 | $86K | Sell |
3,045
-10,458
| -77% | -$295K | ﹤0.01% | 722 |
|
|
2022
Q2 | $357K | Sell |
13,503
-2,901
| -18% | -$76.7K | ﹤0.01% | 504 |
|
|
2022
Q1 | $515K | Sell |
16,404
-1,440
| -8% | -$45.2K | ﹤0.01% | 532 |
|
|
2021
Q4 | $662K | Buy |
17,844
+335
| +2% | +$12.4K | ﹤0.01% | 533 |
|
|
2021
Q3 | $622K | Sell |
17,509
-5,496
| -24% | -$195K | ﹤0.01% | 545 |
|
|
2021
Q2 | $752K | Buy |
23,005
+20,483
| +812% | +$670K | ﹤0.01% | 537 |
|
|
2021
Q1 | $73K | Buy |
2,522
+40
| +2% | +$1.16K | ﹤0.01% | 830 |
|
|
2020
Q4 | $58K | Buy |
2,482
+8
| +0.3% | +$187 | ﹤0.01% | 815 |
|
|
2020
Q3 | $43K | Buy |
+2,474
| New | +$43K | ﹤0.01% | 735 |
|
|
2019
Q2 | – | Sell |
-72,613
| Closed | -$1.22M | – | 321 |
|
|
2019
Q1 | $1.22M | Buy |
+72,613
| New | +$1.22M | 0.01% | 281 |
|