Cresset Asset Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
52,042
+524
| +1% | +$28.7K | 0.01% | 465 |
|
|
2025
Q1 | $2.76M | Sell |
51,518
-2,709
| -5% | -$145K | 0.01% | 445 |
|
|
2024
Q4 | $4.25M | Sell |
54,227
-30,367
| -36% | -$2.38M | 0.02% | 373 |
|
|
2024
Q3 | $5.21M | Buy |
84,594
+5,990
| +8% | +$369K | 0.02% | 436 |
|
|
2024
Q2 | $3.91M | Sell |
78,604
-320
| -0.4% | -$15.9K | 0.02% | 468 |
|
|
2024
Q1 | $3.48M | Buy |
78,924
+15,360
| +24% | +$677K | 0.02% | 439 |
|
|
2023
Q4 | $2.57M | Buy |
63,564
+4,791
| +8% | +$194K | 0.02% | 470 |
|
|
2023
Q3 | $2.15M | Sell |
58,773
-3,213
| -5% | -$118K | 0.01% | 504 |
|
|
2023
Q2 | $2.06M | Buy |
61,986
+13,035
| +27% | +$432K | ﹤0.01% | 520 |
|
|
2023
Q1 | $1.55M | Sell |
48,951
-4,366
| -8% | -$139K | 0.03% | 263 |
|
|
2022
Q4 | $1.75M | Sell |
53,317
-679
| -1% | -$22.3K | 0.02% | 217 |
|
|
2022
Q3 | $1.52M | Sell |
53,996
-31,848
| -37% | -$898K | 0.02% | 260 |
|
|
2022
Q2 | $1.47M | Buy |
85,844
+23,274
| +37% | +$399K | 0.02% | 282 |
|
|
2022
Q1 | $1.97M | Sell |
62,570
-8,027
| -11% | -$252K | 0.02% | 244 |
|
|
2021
Q4 | $2.62M | Buy |
+70,597
| New | +$2.62M | 0.03% | 249 |
|
|
2019
Q2 | – | Sell |
-662
| Closed | -$11K | – | 1077 |
|
|
2019
Q1 | $11K | Buy |
662
+420
| +174% | +$6.98K | ﹤0.01% | 1147 |
|
|
2018
Q4 | $4K | Buy |
+242
| New | +$4K | ﹤0.01% | 1095 |
|