Citadel Investment Advisory’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 | $1.01M | Buy |
18,420
+3,135
| +21% | +$171K | 0.49% | 37 |
|
|
2025
Q1 | $819K | Buy |
15,285
+500
| +3% | +$26.8K | 0.4% | 41 |
|
|
2024
Q4 | $1.16M | Sell |
14,785
-100
| -0.7% | -$7.84K | 0.6% | 32 |
|
|
2024
Q3 | $916K | Hold |
14,885
| – | – | 0.48% | 39 |
|
|
2024
Q2 | $741K | Hold |
14,885
| – | – | 0.42% | 43 |
|
|
2024
Q1 | $656K | Hold |
14,885
| – | – | 0.37% | 51 |
|
|
2023
Q4 | $602K | Hold |
14,885
| – | – | 0.37% | 55 |
|
|
2023
Q3 | $545K | Hold |
14,885
| – | – | 0.36% | 53 |
|
|
2023
Q2 | $494K | Sell |
14,885
-700
| -4% | -$23.2K | 0.32% | 54 |
|
|
2023
Q1 | $495K | Sell |
15,585
-717
| -4% | -$22.8K | 0.34% | 51 |
|
|
2022
Q4 | $534K | Hold |
16,302
| – | – | 0.37% | 50 |
|
|
2022
Q3 | $460K | Hold |
16,302
| – | – | 0.35% | 52 |
|
|
2022
Q2 | $430K | Hold |
16,302
| – | – | 0.29% | 61 |
|
|
2022
Q1 | $512K | Hold |
16,302
| – | – | 0.3% | 60 |
|
|
2021
Q4 | $605K | Hold |
16,302
| – | – | 0.35% | 54 |
|
|
2021
Q3 | $533K | Hold |
16,302
| – | – | 0.33% | 55 |
|
|
2021
Q2 | $533K | Hold |
16,302
| – | – | 0.33% | 54 |
|
|
2021
Q1 | $469K | Hold |
16,302
| – | – | 0.31% | 58 |
|
|
2020
Q4 | $383K | Buy |
+16,302
| New | +$383K | 0.27% | 62 |
|