Envestnet Asset Management’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 | $12.8M | Sell |
233,250
-6,637
| -3% | -$363K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $12.9M | Sell |
239,887
-27,120
| -10% | -$1.45M | ﹤0.01% | 1491 |
|
|
2024
Q4 | $20.9M | Buy |
267,007
+140,037
| +110% | +$11M | 0.01% | 1169 |
|
|
2024
Q3 | $7.81M | Buy |
126,970
+14,507
| +13% | +$893K | ﹤0.01% | 1813 |
|
|
2024
Q2 | $5.6M | Buy |
112,463
+10,617
| +10% | +$528K | ﹤0.01% | 1947 |
|
|
2024
Q1 | $4.49M | Sell |
101,846
-23,436
| -19% | -$1.03M | ﹤0.01% | 2054 |
|
|
2023
Q4 | $5.06M | Sell |
125,282
-24,908
| -17% | -$1.01M | ﹤0.01% | 1890 |
|
|
2023
Q3 | $5.5M | Buy |
150,190
+15,033
| +11% | +$551K | ﹤0.01% | 1727 |
|
|
2023
Q2 | $4.48M | Sell |
135,157
-836,181
| -86% | -$27.7M | ﹤0.01% | 1767 |
|
|
2023
Q1 | $3.61M | Buy |
971,338
+824,636
| +562% | +$3.07M | ﹤0.01% | 1827 |
|
|
2022
Q4 | $4.81M | Buy |
146,702
+15,302
| +12% | +$501K | ﹤0.01% | 1631 |
|
|
2022
Q3 | $3.71M | Sell |
131,400
-13,948
| -10% | -$393K | ﹤0.01% | 1686 |
|
|
2022
Q2 | $3.84M | Sell |
145,348
-67,125
| -32% | -$1.77M | ﹤0.01% | 1673 |
|
|
2022
Q1 | $6.67M | Buy |
212,473
+46,465
| +28% | +$1.46M | ﹤0.01% | 1443 |
|
|
2021
Q4 | $6.16M | Buy |
166,008
+26,276
| +19% | +$975K | ﹤0.01% | 1477 |
|
|
2021
Q3 | $4.96M | Buy |
139,732
+1,266
| +0.9% | +$44.9K | ﹤0.01% | 1560 |
|
|
2021
Q2 | $4.53M | Buy |
138,466
+16,117
| +13% | +$527K | ﹤0.01% | 1582 |
|
|
2021
Q1 | $3.52M | Buy |
122,349
+12,473
| +11% | +$359K | ﹤0.01% | 1612 |
|
|
2020
Q4 | $2.58M | Buy |
109,876
+8,553
| +8% | +$201K | ﹤0.01% | 1613 |
|
|
2020
Q3 | $1.74M | Buy |
101,323
+26,540
| +35% | +$457K | ﹤0.01% | 1697 |
|
|
2020
Q2 | $1.11M | Sell |
74,783
-5,754
| -7% | -$85.6K | ﹤0.01% | 1905 |
|
|
2020
Q1 | $1.05M | Sell |
80,537
-11,229
| -12% | -$147K | ﹤0.01% | 1785 |
|
|
2019
Q4 | $1.88M | Buy |
91,766
+21,865
| +31% | +$447K | ﹤0.01% | 1646 |
|
|
2019
Q3 | $1.23M | Sell |
69,901
-4,723
| -6% | -$83.1K | ﹤0.01% | 1821 |
|
|
2019
Q2 | $1.29M | Buy |
74,624
+61,014
| +448% | +$1.05M | ﹤0.01% | 1791 |
|
|
2019
Q1 | $229K | Sell |
13,610
-13
| -0.1% | -$219 | ﹤0.01% | 2773 |
|
|
2018
Q4 | $212K | Buy |
+13,623
| New | +$212K | ﹤0.01% | 2660 |
|
|
2018
Q3 | – | Sell |
-5,216
| Closed | -$106K | – | 1944 |
|
|
2018
Q2 | $106K | Sell |
5,216
-318
| -6% | -$6.46K | ﹤0.01% | 1963 |
|
|
2018
Q1 | $114K | Sell |
5,534
-50,920
| -90% | -$1.05M | ﹤0.01% | 1860 |
|
|
2017
Q4 | $1.34M | Sell |
56,454
-10,351
| -15% | -$245K | ﹤0.01% | 1090 |
|
|
2017
Q3 | $1.51M | Sell |
66,805
-8,469
| -11% | -$191K | ﹤0.01% | 1014 |
|
|
2017
Q2 | $1.76M | Buy |
75,274
+1,006
| +1% | +$23.5K | ﹤0.01% | 979 |
|
|
2017
Q1 | $1.73M | Sell |
74,268
-4,628
| -6% | -$108K | 0.01% | 1002 |
|
|
2016
Q4 | $1.64M | Buy |
78,896
+7,557
| +11% | +$157K | 0.01% | 1006 |
|
|
2016
Q3 | $1.22M | Buy |
71,339
+11,845
| +20% | +$202K | ﹤0.01% | 1159 |
|
|
2016
Q2 | $923K | Sell |
59,494
-5,733
| -9% | -$88.9K | ﹤0.01% | 1362 |
|
|
2016
Q1 | $944K | Buy |
65,227
+18,257
| +39% | +$264K | ﹤0.01% | 1340 |
|
|
2015
Q4 | $731K | Sell |
46,970
-2,242
| -5% | -$34.9K | ﹤0.01% | 1431 |
|
|
2015
Q3 | $892K | Buy |
49,212
+25,542
| +108% | +$463K | ﹤0.01% | 1333 |
|
|
2015
Q2 | $514K | Buy |
23,670
+6,659
| +39% | +$145K | ﹤0.01% | 1695 |
|
|
2015
Q1 | $339K | Buy |
17,011
+16,479
| +3,098% | +$328K | ﹤0.01% | 1721 |
|
|
2014
Q4 | $11K | Sell |
532
-238
| -31% | -$4.92K | ﹤0.01% | 1929 |
|
|
2014
Q3 | $16K | Sell |
770
-68
| -8% | -$1.41K | ﹤0.01% | 1960 |
|
|
2014
Q2 | $20K | Sell |
838
-317
| -27% | -$7.57K | ﹤0.01% | 1762 |
|
|
2014
Q1 | $29K | Sell |
1,155
-2,607
| -69% | -$65.5K | ﹤0.01% | 1552 |
|
|
2013
Q4 | $95K | Buy |
3,762
+494
| +15% | +$12.5K | ﹤0.01% | 1032 |
|
|
2013
Q3 | $80K | Buy |
3,268
+956
| +41% | +$23.4K | ﹤0.01% | 1056 |
|
|
2013
Q2 | $54K | Buy |
+2,312
| New | +$54K | ﹤0.01% | 1150 |
|