Creative Planning’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.55M | Buy |
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|
2025
Q2 | $2.59M | Sell |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $923K | Buy |
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|
2023
Q4 | $815K | Buy |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $301K | Sell |
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|
2018
Q4 | $353K | Sell |
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|
2018
Q3 | $484K | Buy |
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|
2018
Q2 | $356K | Buy |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $322K | Buy |
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|
2017
Q1 | $319K | Buy |
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|
2016
Q4 | $276K | Sell |
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|
2016
Q3 | $284K | Buy |
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|
2016
Q2 | $253K | Buy |
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|
2016
Q1 | $175K | Sell |
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|
2015
Q4 | $242K | Sell |
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|
2015
Q3 | $335K | Buy |
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|
2015
Q2 | $318K | Buy |
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|
2015
Q1 | $275K | Buy |
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|
2014
Q4 | $218K | Buy |
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|
2014
Q3 | $226K | Buy |
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|
2014
Q2 | $235K | Buy |
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|
2014
Q1 | $251K | Sell |
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|
2013
Q4 | $277K | Buy |
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|
2013
Q3 | $229K | Buy |
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|
2013
Q2 | $179K | Buy |
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