Edgestream Partners’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 | $2.66M | Sell |
48,693
-31,607
| -39% | -$1.73M | 0.07% | 461 |
|
|
2025
Q1 | $4.3M | Buy |
80,300
+1,658
| +2% | +$88.8K | 0.15% | 272 |
|
|
2024
Q4 | $6.17M | Buy |
78,642
+31,119
| +65% | +$2.44M | 0.26% | 95 |
|
|
2024
Q3 | $2.93M | Sell |
47,523
-2,505
| -5% | -$154K | 0.13% | 285 |
|
|
2024
Q2 | $2.49M | Buy |
50,028
+19,110
| +62% | +$951K | 0.12% | 281 |
|
|
2024
Q1 | $1.36M | Sell |
30,918
-33,929
| -52% | -$1.5M | 0.07% | 436 |
|
|
2023
Q4 | $2.62M | Buy |
64,847
+32,753
| +102% | +$1.32M | 0.19% | 174 |
|
|
2023
Q3 | $1.18M | Sell |
32,094
-59,119
| -65% | -$2.17M | 0.09% | 349 |
|
|
2023
Q2 | $3.03M | Sell |
91,213
-34,291
| -27% | -$1.14M | 0.27% | 85 |
|
|
2023
Q1 | $3.98M | Buy |
125,504
+40,285
| +47% | +$1.28M | 0.44% | 38 |
|
|
2022
Q4 | $2.79M | Sell |
85,219
-36,631
| -30% | -$1.2M | 0.31% | 91 |
|
|
2022
Q3 | $3.44M | Buy |
121,850
+91,796
| +305% | +$2.59M | 0.27% | 135 |
|
|
2022
Q2 | $794K | Sell |
30,054
-16,234
| -35% | -$429K | 0.06% | 355 |
|
|
2022
Q1 | $1.45M | Sell |
46,288
-28,405
| -38% | -$892K | 0.12% | 266 |
|
|
2021
Q4 | $2.77M | Buy |
74,693
+23,736
| +47% | +$881K | 0.17% | 175 |
|
|
2021
Q3 | $1.81M | Buy |
+50,957
| New | +$1.81M | 0.11% | 251 |
|