Cutler Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,145
| Closed | -$41K | – | 4057 |
|
|
2023
Q2 | $37K | Buy |
1,145
+708
| +162% | +$22.1K | 0.01% | 1478 |
|
|
2023
Q1 | $13K | Buy |
437
+253
| +138% | +$9.14K | ﹤0.01% | 2156 |
|
|
2022
Q4 | $6K | Buy |
+184
| New | +$6.11K | ﹤0.01% | 3048 |
|
|
2022
Q2 | – | Sell |
-4,794
| Closed | -$142K | – | 5331 |
|
|
2022
Q1 | $150K | Buy |
4,794
+2,124
| +80% | +$72.1K | 0.01% | 1402 |
|
|
2021
Q4 | $99K | Sell |
2,670
-16,388
| -86% | -$631K | ﹤0.01% | 1860 |
|
|
2021
Q3 | $676K | Buy |
19,058
+13,195
| +225% | +$442K | 0.03% | 637 |
|
|
2021
Q2 | $191K | Sell |
5,863
-4,375
| -43% | -$133K | 0.01% | 1378 |
|
|
2021
Q1 | $294K | Buy |
+10,238
| New | +$279K | 0.01% | 1026 |
|
|
2020
Q3 | – | Sell |
-7,636
| Closed | -$125K | – | 4983 |
|
|
2020
Q2 | $113K | Buy |
+7,636
| New | +$102K | 0.01% | 1225 |
|
|
2019
Q3 | – | Sell |
-12,949
| Closed | -$222K | – | 4375 |
|
|
2019
Q2 | $222K | Buy |
+12,949
| New | +$222K | 0.02% | 651 |
|
|
2018
Q2 | – | Sell |
-1,043
| Closed | -$21.8K | – | 4536 |
|
|
2018
Q1 | $21K | Buy |
1,043
+782
| +300% | +$17.7K | ﹤0.01% | 2248 |
|
|
2017
Q4 | $6K | Buy |
261
+223
| +587% | +$5.14K | ﹤0.01% | 3490 |
|
|
2017
Q3 | $0 | Sell |
38
-9,688
| -100% | -$217K | ﹤0.01% | 6263 |
|
|
2017
Q2 | $227K | Buy |
9,726
+5,289
| +119% | +$120K | 0.01% | 1182 |
|
|
2017
Q1 | $103K | Buy |
4,437
+2,014
| +83% | +$45K | ﹤0.01% | 1712 |
|
|
2016
Q4 | $50K | Buy |
+2,423
| New | +$45.3K | ﹤0.01% | 2543 |
|
|
2016
Q3 | – | Sell |
-5,409
| Closed | -$89.6K | – | 7016 |
|
|
2016
Q2 | $83K | Sell |
5,409
-4,915
| -48% | -$75.1K | ﹤0.01% | 1854 |
|
|
2016
Q1 | $149K | Buy |
10,324
+87
| +0.8% | +$1.22K | 0.01% | 1230 |
|
|
2015
Q4 | $159K | Buy |
+10,237
| New | +$171K | 0.01% | 1368 |
|
Other funds holding JEF
FPA
DSC
