Ellevest Inc’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 |
-4,663
| Closed | -$366K | – | 423 |
|
|
2024
Q4 | $366K | Buy |
4,663
+780
| +20% | +$61.2K | 0.02% | 270 |
|
|
2024
Q3 | $239K | Buy |
+3,883
| New | +$239K | 0.01% | 371 |
|
|
2023
Q2 | – | Sell |
-1,506
| Closed | -$47.8K | – | 1004 |
|
|
2023
Q1 | $47.8K | Buy |
1,506
+122
| +9% | +$3.87K | ﹤0.01% | 614 |
|
|
2022
Q4 | $45.4K | Buy |
1,384
+354
| +34% | +$11.6K | ﹤0.01% | 632 |
|
|
2022
Q3 | $29K | Buy |
+1,030
| New | +$29K | ﹤0.01% | 723 |
|
|
2021
Q2 | – | Sell |
-279
| Closed | -$8K | – | 1341 |
|
|
2021
Q1 | $8K | Buy |
279
+20
| +8% | +$573 | ﹤0.01% | 817 |
|
|
2020
Q4 | $6K | Sell |
259
-13,641
| -98% | -$316K | ﹤0.01% | 809 |
|
|
2020
Q3 | $239K | Hold |
13,900
| – | – | 0.04% | 115 |
|
|
2020
Q2 | $207K | Hold |
13,900
| – | – | 0.04% | 113 |
|
|
2020
Q1 | $182K | Buy |
+13,900
| New | +$182K | 0.05% | 99 |
|