D.A. Davidson & Co’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 Q1	–	Sell	-5,593	Closed	-$439K	–	1451
2024 Q4	$439K	Buy	+5,593	New	+$402K	﹤0.01%	1057
2017 Q3	–	Sell	-4,038	Closed	-$94K	–	1560
2017 Q2	$94K	Buy	4,038 +184	+5%	+$4.19K	﹤0.01%	1290
2017 Q1	$89K	Hold	3,854	–	–	﹤0.01%	1299
2016 Q4	$80K	Hold	3,854	–	–	﹤0.01%	1398
2016 Q3	$65K	Buy	3,854 +1,871	+94%	+$31K	﹤0.01%	1406
2016 Q2	$30K	Sell	1,983 -31,803	-94%	-$486K	﹤0.01%	1612
2016 Q1	$488K	Sell	33,786 -2,130	-6%	-$30K	0.02%	537
2015 Q4	$558K	Sell	35,916 -95	-0.3%	-$1.59K	0.02%	511
2015 Q3	$652K	Buy	36,011 +2,032	+6%	+$40.8K	0.02%	470
2015 Q2	$738K	Buy	33,979 +1,373	+4%	+$29.3K	0.02%	470
2015 Q1	$650K	Buy	32,606 +195	+0.6%	+$4.03K	0.02%	510
2014 Q4	$650K	Sell	32,411 -1,705	-5%	-$35.2K	0.02%	514
2014 Q3	$727K	Buy	34,116 +371	+1%	+$8.36K	0.02%	490
2014 Q2	$791K	Buy	33,745 +1,492	+5%	+$34.6K	0.03%	480
2014 Q1	$807K	Buy	32,253 +27,941	+648%	+$689K	0.03%	475
2013 Q4	$109K	Sell	4,312 -715	-14%	-$18.1K	﹤0.01%	1028
2013 Q3	$122K	Sell	5,027 -123	-2%	-$2.94K	0.01%	839
2013 Q2	$120K	Buy	+5,150	New	+$135K	0.01%	812