Concourse Financial Group Securities’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
Q1 | – | Sell |
-237
| Closed | -$18.2K | – | 4302 |
|
|
2024
Q4 | $18.2K | Buy |
237
+136
| +135% | +$10.5K | ﹤0.01% | 1573 |
|
|
2024
Q3 | $6.22K | Hold |
101
| – | – | ﹤0.01% | 1807 |
|
|
2024
Q2 | $5.03K | Hold |
101
| – | – | ﹤0.01% | 1869 |
|
|
2024
Q1 | $4.45K | Hold |
101
| – | – | ﹤0.01% | 1907 |
|
|
2023
Q4 | $4.08K | Buy |
101
+63
| +166% | +$2.55K | ﹤0.01% | 1898 |
|
|
2023
Q3 | $1.39K | Hold |
38
| – | – | ﹤0.01% | 2054 |
|
|
2023
Q2 | $1.26K | Buy |
+38
| New | +$1.26K | ﹤0.01% | 2096 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5033 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5014 |
|
|
2022
Q3 | – | Sell |
-314
| Closed | -$8K | – | 4824 |
|
|
2022
Q2 | $8K | Sell |
314
-314
| -50% | -$8K | ﹤0.01% | 1726 |
|
|
2022
Q1 | $20K | Sell |
628
-454
| -42% | -$14.5K | ﹤0.01% | 1480 |
|
|
2021
Q4 | $40K | Buy |
1,082
+528
| +95% | +$19.5K | ﹤0.01% | 1370 |
|
|
2021
Q3 | $20K | Buy |
554
+526
| +1,879% | +$19K | ﹤0.01% | 1656 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 2285 |
|
|
2021
Q1 | $1K | Sell |
28
-105
| -79% | -$3.75K | ﹤0.01% | 2244 |
|
|
2020
Q4 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 2031 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4122 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4014 |
|
|
2020
Q1 | – | Sell |
-180
| Closed | -$4K | – | 4017 |
|
|
2019
Q4 | $4K | Hold |
180
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q3 | $3K | Sell |
180
-212
| -54% | -$3.53K | ﹤0.01% | 1442 |
|
|
2019
Q2 | $7K | Sell |
392
-87
| -18% | -$1.55K | ﹤0.01% | 1609 |
|
|
2019
Q1 | $8K | Buy |
479
+200
| +72% | +$3.34K | ﹤0.01% | 1587 |
|
|
2018
Q4 | $4K | Sell |
279
-78
| -22% | -$1.12K | ﹤0.01% | 1737 |
|
|
2018
Q3 | $7K | Buy |
+357
| New | +$7K | ﹤0.01% | 1272 |
|