Crewe Advisors’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 | $413K | Hold |
7,546
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $404K | Hold |
7,546
| – | – | 0.06% | 94 |
|
|
2024
Q4 | $592K | Hold |
7,546
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $464K | Hold |
7,546
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $375K | Hold |
7,546
| – | – | 0.04% | 125 |
|
|
2024
Q1 | $333K | Hold |
7,546
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $305K | Hold |
7,546
| – | – | 0.05% | 59 |
|
|
2023
Q3 | $276K | Hold |
7,546
| – | – | 0.05% | 61 |
|
|
2023
Q2 | $250K | Hold |
7,546
| – | – | 0.04% | 123 |
|
|
2023
Q1 | $240K | Sell |
7,546
-347
| -4% | -$11K | 0.03% | 140 |
|
|
2022
Q4 | $259K | Sell |
7,893
-495
| -6% | -$16.2K | 0.04% | 129 |
|
|
2022
Q3 | $237K | Buy |
8,388
+495
| +6% | +$14K | 0.04% | 122 |
|
|
2022
Q2 | $208K | Hold |
7,893
| – | – | 0.05% | 123 |
|
|
2022
Q1 | $248K | Hold |
7,893
| – | – | 0.05% | 96 |
|
|
2021
Q4 | $293K | Hold |
7,893
| – | – | 0.06% | 62 |
|
|
2021
Q3 | $280K | Hold |
7,893
| – | – | 0.07% | 52 |
|
|
2021
Q2 | $258K | Sell |
7,893
-467
| -6% | -$15.3K | 0.06% | 55 |
|
|
2021
Q1 | $241K | Hold |
8,360
| – | – | 0.06% | 52 |
|
|
2020
Q4 | $197K | Hold |
8,360
| – | – | 0.08% | 60 |
|
|
2020
Q3 | $144K | Buy |
8,360
+467
| +6% | +$8.04K | 0.07% | 60 |
|
|
2020
Q2 | $117K | Buy |
+7,893
| New | +$117K | 0.06% | 70 |
|