D.A. Davidson & Co’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
Q1 | – | Sell |
-5,593
| Closed | -$439K | – | 1435 |
|
|
2024
Q4 | $439K | Buy |
+5,593
| New | +$439K | ﹤0.01% | 1057 |
|
|
2017
Q3 | – | Sell |
-4,038
| Closed | -$94K | – | 1560 |
|
|
2017
Q2 | $94K | Buy |
4,038
+184
| +5% | +$4.28K | ﹤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% | +$31.6K | ﹤0.01% | 1406 |
|
|
2016
Q2 | $30K | Sell |
1,983
-31,803
| -94% | -$481K | ﹤0.01% | 1612 |
|
|
2016
Q1 | $488K | Sell |
33,786
-2,130
| -6% | -$30.8K | 0.02% | 537 |
|
|
2015
Q4 | $558K | Sell |
35,916
-95
| -0.3% | -$1.48K | 0.02% | 511 |
|
|
2015
Q3 | $652K | Buy |
36,011
+2,032
| +6% | +$36.8K | 0.02% | 470 |
|
|
2015
Q2 | $738K | Buy |
33,979
+1,373
| +4% | +$29.8K | 0.02% | 470 |
|
|
2015
Q1 | $650K | Buy |
32,606
+195
| +0.6% | +$3.89K | 0.02% | 510 |
|
|
2014
Q4 | $650K | Sell |
32,411
-1,705
| -5% | -$34.2K | 0.02% | 514 |
|
|
2014
Q3 | $727K | Buy |
34,116
+371
| +1% | +$7.91K | 0.02% | 490 |
|
|
2014
Q2 | $791K | Buy |
33,745
+1,492
| +5% | +$35K | 0.03% | 480 |
|
|
2014
Q1 | $807K | Buy |
32,253
+27,941
| +648% | +$699K | 0.03% | 475 |
|
|
2013
Q4 | $109K | Sell |
4,312
-715
| -14% | -$18.1K | ﹤0.01% | 1028 |
|
|
2013
Q3 | $122K | Sell |
5,027
-123
| -2% | -$2.99K | 0.01% | 839 |
|
|
2013
Q2 | $120K | Buy |
+5,150
| New | +$120K | 0.01% | 812 |
|