Creative Planning’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 | $2.59M | Sell |
47,427
-1,860
| -4% | -$102K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $2.64M | Buy |
49,287
+18,346
| +59% | +$983K | ﹤0.01% | 1006 |
|
|
2024
Q4 | $2.43M | Buy |
30,941
+2,668
| +9% | +$209K | ﹤0.01% | 1013 |
|
|
2024
Q3 | $1.74M | Buy |
28,273
+4,349
| +18% | +$268K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $1.19M | Buy |
23,924
+2,995
| +14% | +$149K | ﹤0.01% | 1279 |
|
|
2024
Q1 | $923K | Buy |
20,929
+750
| +4% | +$33.1K | ﹤0.01% | 1380 |
|
|
2023
Q4 | $815K | Buy |
20,179
+998
| +5% | +$40.3K | ﹤0.01% | 1350 |
|
|
2023
Q3 | $703K | Buy |
19,181
+2,233
| +13% | +$81.8K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $562K | Buy |
16,948
+4,351
| +35% | +$144K | ﹤0.01% | 1469 |
|
|
2023
Q1 | $400K | Buy |
12,597
+890
| +8% | +$28.2K | ﹤0.01% | 1612 |
|
|
2022
Q4 | $384K | Sell |
11,707
-134
| -1% | -$4.39K | ﹤0.01% | 1558 |
|
|
2022
Q3 | $334K | Buy |
11,841
+4,036
| +52% | +$114K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $206K | Sell |
7,805
-3,427
| -31% | -$90.5K | ﹤0.01% | 1858 |
|
|
2022
Q1 | $353K | Sell |
11,232
-960
| -8% | -$30.2K | ﹤0.01% | 1526 |
|
|
2021
Q4 | $452K | Buy |
12,192
+455
| +4% | +$16.9K | ﹤0.01% | 1376 |
|
|
2021
Q3 | $417K | Buy |
11,737
+5,210
| +80% | +$185K | ﹤0.01% | 1391 |
|
|
2021
Q2 | $213K | Sell |
6,527
-6,586
| -50% | -$215K | ﹤0.01% | 1764 |
|
|
2021
Q1 | $377K | Buy |
+13,113
| New | +$377K | ﹤0.01% | 1607 |
|
|
2020
Q4 | – | Sell |
-19,244
| Closed | -$331K | – | 2152 |
|
|
2020
Q3 | $331K | Sell |
19,244
-93
| -0.5% | -$1.6K | ﹤0.01% | 1335 |
|
|
2020
Q2 | $287K | Sell |
19,337
-1,281
| -6% | -$19K | ﹤0.01% | 1319 |
|
|
2020
Q1 | $269K | Buy |
20,618
+4,171
| +25% | +$54.4K | ﹤0.01% | 1208 |
|
|
2019
Q4 | $336K | Buy |
16,447
+209
| +1% | +$4.27K | ﹤0.01% | 1327 |
|
|
2019
Q3 | $286K | Sell |
16,238
-1,201
| -7% | -$21.2K | ﹤0.01% | 1383 |
|
|
2019
Q2 | $300K | Sell |
17,439
-480
| -3% | -$8.26K | ﹤0.01% | 1362 |
|
|
2019
Q1 | $301K | Sell |
17,919
-4,769
| -21% | -$80.1K | ﹤0.01% | 1315 |
|
|
2018
Q4 | $353K | Sell |
22,688
-1,934
| -8% | -$30.1K | ﹤0.01% | 1134 |
|
|
2018
Q3 | $484K | Buy |
24,622
+7,148
| +41% | +$141K | ﹤0.01% | 1086 |
|
|
2018
Q2 | $356K | Buy |
17,474
+4,443
| +34% | +$90.5K | ﹤0.01% | 1251 |
|
|
2018
Q1 | $265K | Sell |
13,031
-866
| -6% | -$17.6K | ﹤0.01% | 1409 |
|
|
2017
Q4 | $330K | Buy |
13,897
+485
| +4% | +$11.5K | ﹤0.01% | 1296 |
|
|
2017
Q3 | $303K | Sell |
13,412
-347
| -3% | -$7.84K | ﹤0.01% | 1316 |
|
|
2017
Q2 | $322K | Buy |
13,759
+62
| +0.5% | +$1.45K | ﹤0.01% | 1236 |
|
|
2017
Q1 | $319K | Buy |
13,697
+448
| +3% | +$10.4K | ﹤0.01% | 1214 |
|
|
2016
Q4 | $276K | Sell |
13,249
-3,396
| -20% | -$70.7K | ﹤0.01% | 1221 |
|
|
2016
Q3 | $284K | Buy |
16,645
+304
| +2% | +$5.19K | ﹤0.01% | 1201 |
|
|
2016
Q2 | $253K | Buy |
16,341
+4,253
| +35% | +$65.8K | ﹤0.01% | 1135 |
|
|
2016
Q1 | $175K | Sell |
12,088
-3,456
| -22% | -$50K | ﹤0.01% | 1275 |
|
|
2015
Q4 | $242K | Sell |
15,544
-2,903
| -16% | -$45.2K | ﹤0.01% | 1087 |
|
|
2015
Q3 | $335K | Buy |
18,447
+3,830
| +26% | +$69.6K | ﹤0.01% | 911 |
|
|
2015
Q2 | $318K | Buy |
14,617
+813
| +6% | +$17.7K | ﹤0.01% | 780 |
|
|
2015
Q1 | $275K | Buy |
13,804
+2,925
| +27% | +$58.3K | ﹤0.01% | 1038 |
|
|
2014
Q4 | $218K | Buy |
10,879
+304
| +3% | +$6.09K | ﹤0.01% | 1088 |
|
|
2014
Q3 | $226K | Buy |
10,575
+542
| +5% | +$11.6K | ﹤0.01% | 989 |
|
|
2014
Q2 | $235K | Buy |
10,033
+25
| +0.2% | +$586 | ﹤0.01% | 944 |
|
|
2014
Q1 | $251K | Sell |
10,008
-907
| -8% | -$22.7K | ﹤0.01% | 897 |
|
|
2013
Q4 | $277K | Buy |
10,915
+1,529
| +16% | +$38.8K | ﹤0.01% | 712 |
|
|
2013
Q3 | $229K | Buy |
9,386
+1,748
| +23% | +$42.6K | ﹤0.01% | 709 |
|
|
2013
Q2 | $179K | Buy |
+7,638
| New | +$179K | ﹤0.01% | 724 |
|