Corient Private Wealth’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 | $5.65M | Buy |
100,331
+2,951
| +3% | +$166K | 0.01% | 728 |
|
|
2025
Q1 | $5.22M | Sell |
97,380
-9,853
| -9% | -$528K | 0.01% | 675 |
|
|
2024
Q4 | $8.41M | Sell |
107,233
-2,499
| -2% | -$196K | 0.01% | 553 |
|
|
2024
Q3 | $6.75M | Buy |
109,732
+4,277
| +4% | +$263K | 0.01% | 647 |
|
|
2024
Q2 | $4.76M | Buy |
105,455
+27,227
| +35% | +$1.23M | 0.01% | 719 |
|
|
2024
Q1 | $3.27M | Sell |
78,228
-24,434
| -24% | -$1.02M | 0.01% | 827 |
|
|
2023
Q4 | $4.15M | Buy |
102,662
+455
| +0.4% | +$18.4K | 0.01% | 746 |
|
|
2023
Q3 | $3.74M | Buy |
102,207
+1,817
| +2% | +$66.6K | 0.01% | 707 |
|
|
2023
Q2 | $3.33M | Sell |
100,390
-3,362
| -3% | -$112K | 0.01% | 746 |
|
|
2023
Q1 | $3.29M | Buy |
103,752
+7,103
| +7% | +$225K | 0.01% | 699 |
|
|
2022
Q4 | $3.17M | Buy |
+96,649
| New | +$3.17M | 0.01% | 592 |
|