Cutler Group’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1373 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1634 |
|
|
2023
Q3 | – | Sell |
-1,145
| Closed | -$37K | – | 1703 |
|
|
2023
Q2 | $37K | Buy |
1,145
+708
| +162% | +$22.9K | 0.01% | 686 |
|
|
2023
Q1 | $13K | Buy |
437
+253
| +138% | +$7.53K | ﹤0.01% | 943 |
|
|
2022
Q4 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 1390 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2203 |
|
|
2022
Q2 | – | Sell |
-4,794
| Closed | -$150K | – | 2196 |
|
|
2022
Q1 | $150K | Buy |
4,794
+2,124
| +80% | +$66.5K | 0.01% | 680 |
|
|
2021
Q4 | $99K | Sell |
2,670
-16,388
| -86% | -$608K | ﹤0.01% | 936 |
|
|
2021
Q3 | $676K | Buy |
19,058
+13,195
| +225% | +$468K | 0.03% | 348 |
|
|
2021
Q2 | $191K | Sell |
5,863
-4,375
| -43% | -$143K | 0.01% | 746 |
|
|
2021
Q1 | $294K | Buy |
+10,238
| New | +$294K | 0.01% | 539 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2093 |
|
|
2020
Q3 | – | Sell |
-7,636
| Closed | -$113K | – | 2004 |
|
|
2020
Q2 | $113K | Buy |
+7,636
| New | +$113K | 0.01% | 609 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1766 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1831 |
|
|
2019
Q3 | – | Sell |
-12,949
| Closed | -$222K | – | 1825 |
|
|
2019
Q2 | $222K | Buy |
+12,949
| New | +$222K | 0.02% | 432 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1911 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1915 |
|
|
2018
Q2 | – | Sell |
-1,043
| Closed | -$21K | – | 1979 |
|
|
2018
Q1 | $21K | Buy |
1,043
+782
| +300% | +$15.7K | ﹤0.01% | 1183 |
|
|
2017
Q4 | $6K | Buy |
261
+223
| +587% | +$5.13K | ﹤0.01% | 1752 |
|
|
2017
Q3 | $0 | Sell |
38
-9,688
| -100% | – | ﹤0.01% | 2773 |
|
|
2017
Q2 | $227K | Buy |
9,726
+5,289
| +119% | +$123K | 0.01% | 804 |
|
|
2017
Q1 | $103K | Buy |
4,437
+2,014
| +83% | +$46.8K | ﹤0.01% | 1134 |
|
|
2016
Q4 | $50K | Buy |
+2,423
| New | +$50K | ﹤0.01% | 1517 |
|
|
2016
Q3 | – | Sell |
-5,409
| Closed | -$83K | – | 3076 |
|
|
2016
Q2 | $83K | Sell |
5,409
-4,915
| -48% | -$75.4K | ﹤0.01% | 1108 |
|
|
2016
Q1 | $149K | Buy |
10,324
+87
| +0.8% | +$1.26K | 0.01% | 730 |
|
|
2015
Q4 | $159K | Buy |
+10,237
| New | +$159K | 0.01% | 809 |
|