CIBC Private Wealth Group’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
58,202
+170
| +0.3% | +$9.3K | 0.01% | 488 |
|
|
2025
Q1 | $2.38M | Buy |
58,032
+181
| +0.3% | +$7.43K | 0.01% | 509 |
|
|
2024
Q4 | $4.64M | Buy |
57,851
+237
| +0.4% | +$19K | 0.01% | 435 |
|
|
2024
Q3 | $3.55M | Buy |
57,614
+314
| +0.5% | +$19.3K | 0.01% | 481 |
|
|
2024
Q2 | $2.92M | Buy |
57,300
+350
| +0.6% | +$17.9K | 0.01% | 482 |
|
|
2024
Q1 | $2.48M | Sell |
56,950
-2,096
| -4% | -$91.3K | ﹤0.01% | 503 |
|
|
2023
Q4 | $2.39M | Buy |
59,046
+448
| +0.8% | +$18.1K | 0.01% | 490 |
|
|
2023
Q3 | $2.15M | Buy |
58,598
+4,509
| +8% | +$165K | 0.01% | 485 |
|
|
2023
Q2 | $1.79M | Buy |
54,089
+507
| +0.9% | +$16.8K | ﹤0.01% | 521 |
|
|
2023
Q1 | $1.7M | Sell |
53,582
-2,465
| -4% | -$78.2K | ﹤0.01% | 547 |
|
|
2022
Q4 | $1.84K | Sell |
56,047
-10,460
| -16% | -$343 | ﹤0.01% | 755 |
|
|
2022
Q3 | $1.88M | Buy |
66,507
+603
| +0.9% | +$17K | 0.01% | 489 |
|
|
2022
Q2 | $1.74M | Buy |
65,904
+2,008
| +3% | +$53K | ﹤0.01% | 512 |
|
|
2022
Q1 | $2.01M | Buy |
63,896
+543
| +0.9% | +$17.1K | ﹤0.01% | 523 |
|
|
2021
Q4 | $2.35M | Buy |
63,353
+412
| +0.7% | +$15.3K | ﹤0.01% | 497 |
|
|
2021
Q3 | $2.23M | Buy |
62,941
+413
| +0.7% | +$14.7K | 0.01% | 491 |
|
|
2021
Q2 | $2.04M | Buy |
62,528
+25
| +0% | +$817 | ﹤0.01% | 529 |
|
|
2021
Q1 | $1.8M | Buy |
62,503
+764
| +1% | +$22K | ﹤0.01% | 551 |
|
|
2020
Q4 | $1.45M | Buy |
61,739
+387
| +0.6% | +$9.1K | ﹤0.01% | 561 |
|
|
2020
Q3 | $1.06M | Buy |
+61,352
| New | +$1.06M | ﹤0.01% | 547 |
|
|
2020
Q2 | – | Sell |
-59,878
| Closed | -$783K | – | 706 |
|
|
2020
Q1 | $783K | Sell |
59,878
-7,859
| -12% | -$103K | ﹤0.01% | 552 |
|
|
2019
Q4 | $1.38M | Sell |
67,737
-5,851
| -8% | -$120K | ﹤0.01% | 520 |
|
|
2019
Q3 | $1.29M | Sell |
73,588
-4,478
| -6% | -$78.7K | ﹤0.01% | 530 |
|
|
2019
Q2 | $1.34M | Buy |
78,066
+524
| +0.7% | +$9.02K | ﹤0.01% | 522 |
|
|
2019
Q1 | $1.3M | Buy |
77,542
+471
| +0.6% | +$7.92K | 0.01% | 547 |
|
|
2018
Q4 | $1.2M | Buy |
77,071
+81
| +0.1% | +$1.26K | 0.01% | 536 |
|
|
2018
Q3 | $1.51M | Buy |
76,990
+220
| +0.3% | +$4.32K | 0.01% | 582 |
|
|
2018
Q2 | $1.56M | Buy |
76,770
+166
| +0.2% | +$3.38K | 0.01% | 568 |
|
|
2018
Q1 | $1.56M | Buy |
76,604
+595
| +0.8% | +$12.1K | 0.01% | 560 |
|
|
2017
Q4 | $1.8M | Buy |
76,009
+221
| +0.3% | +$5.24K | 0.01% | 542 |
|
|
2017
Q3 | $1.71M | Buy |
+75,788
| New | +$1.71M | 0.01% | 524 |
|
|
2015
Q2 | – | Sell |
-72,465
| Closed | -$1.45M | – | 617 |
|
|
2015
Q1 | $1.45M | Buy |
+72,465
| New | +$1.45M | 0.01% | 415 |
|