Ethic 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
Q2 | $500K | Sell |
8,977
-6,279
| -41% | -$350K | 0.01% | 810 |
|
|
2025
Q1 | $817K | Sell |
15,256
-525
| -3% | -$28.1K | 0.02% | 643 |
|
|
2024
Q4 | $1.24M | Buy |
15,781
+10,484
| +198% | +$822K | 0.03% | 541 |
|
|
2024
Q3 | $234K | Sell |
5,297
-4,216
| -44% | -$186K | 0.01% | 965 |
|
|
2024
Q2 | $473K | Buy |
9,513
+4,216
| +80% | +$210K | 0.01% | 779 |
|
|
2024
Q1 | $234K | Buy |
5,297
+99
| +2% | +$4.37K | 0.01% | 963 |
|
|
2023
Q4 | $210K | Sell |
5,198
-2,546
| -33% | -$103K | 0.01% | 970 |
|
|
2023
Q3 | $284K | Sell |
7,744
-766
| -9% | -$28.1K | 0.01% | 830 |
|
|
2023
Q2 | $282K | Sell |
8,510
-3,058
| -26% | -$101K | 0.01% | 807 |
|
|
2023
Q1 | $367K | Sell |
11,568
-760
| -6% | -$24.1K | 0.01% | 741 |
|
|
2022
Q4 | $404K | Buy |
12,328
+2,746
| +29% | +$90K | 0.02% | 636 |
|
|
2022
Q3 | $270K | Buy |
9,582
+937
| +11% | +$26.4K | 0.02% | 668 |
|
|
2022
Q2 | $228K | Buy |
8,645
+613
| +8% | +$16.2K | 0.02% | 686 |
|
|
2022
Q1 | $252K | Buy |
8,032
+2,176
| +37% | +$68.3K | 0.02% | 651 |
|
|
2021
Q4 | $217K | Buy |
+5,856
| New | +$217K | 0.02% | 599 |
|