Coldstream Capital Management’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 | $728K | Sell |
13,319
-204
| -2% | -$11.2K | 0.01% | 511 |
|
|
2025
Q1 | $724K | Sell |
13,523
-30
| -0.2% | -$1.61K | 0.02% | 459 |
|
|
2024
Q4 | $1.06M | Buy |
13,553
+2,463
| +22% | +$193K | 0.02% | 365 |
|
|
2024
Q3 | $684K | Sell |
11,090
-87
| -0.8% | -$5.36K | 0.01% | 499 |
|
|
2024
Q2 | $556K | Sell |
11,177
-4
| -0% | -$199 | 0.01% | 513 |
|
|
2024
Q1 | $493K | Buy |
11,181
+1,797
| +19% | +$79.2K | 0.01% | 556 |
|
|
2023
Q4 | $379K | Buy |
9,384
+2,142
| +30% | +$86.6K | 0.01% | 618 |
|
|
2023
Q3 | $265K | Sell |
7,242
-294
| -4% | -$10.8K | 0.01% | 637 |
|
|
2023
Q2 | $250K | Buy |
7,536
+449
| +6% | +$14.9K | 0.01% | 692 |
|
|
2023
Q1 | $225K | Sell |
7,087
-547
| -7% | -$17.4K | 0.01% | 734 |
|
|
2022
Q4 | $250K | Buy |
+7,634
| New | +$250K | 0.01% | 685 |
|
|
2022
Q2 | – | Sell |
-6,607
| Closed | -$207K | – | 810 |
|
|
2022
Q1 | $207K | Sell |
6,607
-422
| -6% | -$13.2K | 0.01% | 744 |
|
|
2021
Q4 | $261K | Buy |
+7,029
| New | +$261K | 0.01% | 681 |
|