Epacria Capital 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 | – | Sell |
-27,381
| Closed | -$1.47M | – | 38 |
|
|
2025
Q1 | $1.47M | Sell |
27,381
-13,500
| -33% | -$723K | 1.19% | 16 |
|
|
2024
Q4 | $3.21M | Sell |
40,881
-13,300
| -25% | -$1.04M | 2.71% | 12 |
|
|
2024
Q3 | $3.33M | Sell |
54,181
-53,300
| -50% | -$3.28M | 2.28% | 16 |
|
|
2024
Q2 | $5.35M | Hold |
107,481
| – | – | 3.92% | 7 |
|
|
2024
Q1 | $4.74M | Hold |
107,481
| – | – | 3.44% | 7 |
|
|
2023
Q4 | $4.34M | Hold |
107,481
| – | – | 3.48% | 7 |
|
|
2023
Q3 | $3.94M | Hold |
107,481
| – | – | 3.26% | 7 |
|
|
2023
Q2 | $3.57M | Sell |
107,481
-39,981
| -27% | -$1.33M | 2.92% | 7 |
|
|
2023
Q1 | $4.68M | Sell |
147,462
-6,783
| -4% | -$215K | 3.63% | 7 |
|
|
2022
Q4 | $5.05M | Buy |
+154,245
| New | +$5.05M | 3.98% | 7 |
|