Fidelity Investments’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.5M | Sell |
860,062
-700,230
| -45% | -$36.3M | ﹤0.01% | 1556 |
|
|
2025
Q4 | $96.7M | Buy |
1,560,292
+61,402
| +4% | +$3.52M | ﹤0.01% | 1190 |
|
|
2025
Q3 | $98.1M | Buy |
1,498,890
+782,987
| +109% | +$47.7M | 0.01% | 1189 |
|
|
2025
Q2 | $39.2M | Sell |
715,903
-32,492
| -4% | -$1.61M | ﹤0.01% | 1475 |
|
|
2025
Q1 | $40.1M | Sell |
748,395
-4,632,754
| -86% | -$314M | ﹤0.01% | 1431 |
|
|
2024
Q4 | $422M | Buy |
5,381,149
+2,094,191
| +64% | +$151M | 0.03% | 544 |
|
|
2024
Q3 | $202M | Buy |
3,286,958
+2,914,504
| +783% | +$165M | 0.01% | 822 |
|
|
2024
Q2 | $18.5M | Sell |
372,454
-69,184
| -16% | -$3.11M | ﹤0.01% | 1679 |
|
|
2024
Q1 | $19.5M | Sell |
441,638
-262,077
| -37% | -$10.9M | ﹤0.01% | 1672 |
|
|
2023
Q4 | $28.4M | Buy |
703,715
+276,178
| +65% | +$9.77M | ﹤0.01% | 1495 |
|
|
2023
Q3 | $15.7M | Sell |
427,537
-215,791
| -34% | -$7.73M | ﹤0.01% | 1676 |
|
|
2023
Q2 | $21.3M | Buy |
643,328
+145,858
| +29% | +$4.55M | ﹤0.01% | 1610 |
|
|
2023
Q1 | $15.8M | Sell |
497,470
-242,322
| -33% | -$8.76M | ﹤0.01% | 1711 |
|
|
2022
Q4 | $24.2M | Sell |
739,792
-339
| -0% | -$11.3K | ﹤0.01% | 1534 |
|
|
2022
Q3 | $20.9M | Sell |
740,131
-244,607
| -25% | -$7.4M | ﹤0.01% | 1596 |
|
|
2022
Q2 | $26M | Sell |
984,738
-461,883
| -32% | -$13.7M | ﹤0.01% | 1547 |
|
|
2022
Q1 | $45.4M | Buy |
1,446,621
+1,395,262
| +2,717% | +$47.4M | ﹤0.01% | 1437 |
|
|
2021
Q4 | $1.91M | Buy |
51,359
+11,842
| +30% | +$456K | ﹤0.01% | 2583 |
|
|
2021
Q3 | $1.4M | Buy |
39,517
+31,037
| +366% | +$1.04M | ﹤0.01% | 2636 |
|
|
2021
Q2 | $277K | Sell |
8,480
-467,132
| -98% | -$14.3M | ﹤0.01% | 2880 |
|
|
2021
Q1 | $13.7M | Sell |
475,612
-92,858
| -16% | -$2.53M | ﹤0.01% | 1935 |
|
|
2020
Q4 | $13.4M | Buy |
568,470
+133,751
| +31% | +$2.81M | ﹤0.01% | 1868 |
|
|
2020
Q3 | $7.48M | Buy |
434,719
+213,561
| +97% | +$3.49M | ﹤0.01% | 1931 |
|
|
2020
Q2 | $3.29M | Buy |
221,158
+201,013
| +998% | +$2.69M | ﹤0.01% | 2166 |
|
|
2020
Q1 | $263K | Sell |
20,145
-44,945
| -69% | -$858K | ﹤0.01% | 2534 |
|
|
2019
Q4 | $1.33M | Sell |
65,090
-34,630
| -35% | -$655K | ﹤0.01% | 2352 |
|
|
2019
Q3 | $1.75M | Sell |
99,720
-818,728
| -89% | -$14.6M | ﹤0.01% | 2302 |
|
|
2019
Q2 | $15.8M | Sell |
918,448
-466,870
| -34% | -$8.01M | ﹤0.01% | 1720 |
|
|
2019
Q1 | $23.3M | Buy |
1,385,318
+1,298,739
| +1,500% | +$22.9M | ﹤0.01% | 1538 |
|
|
2018
Q4 | $1.34M | Buy |
86,579
+25,811
| +42% | +$473K | ﹤0.01% | 2359 |
|
|
2018
Q3 | $1.2M | Sell |
60,768
-2,104
| -3% | -$43.9K | ﹤0.01% | 2458 |
|
|
2018
Q2 | $1.28M | Sell |
62,872
-95,685
| -60% | -$2M | ﹤0.01% | 2408 |
|
|
2018
Q1 | $3.23M | Sell |
158,557
-28,284
| -15% | -$641K | ﹤0.01% | 2271 |
|
|
2017
Q4 | $4.43M | Sell |
186,841
-102,676
| -35% | -$2.37M | ﹤0.01% | 2192 |
|
|
2017
Q3 | $6.54M | Sell |
289,517
-429,966
| -60% | -$9.63M | ﹤0.01% | 2085 |
|
|
2017
Q2 | $16.8M | Sell |
719,483
-532,265
| -43% | -$12.1M | ﹤0.01% | 1747 |
|
|
2017
Q1 | $29.1M | Sell |
1,251,748
-1,058,545
| -46% | -$23.7M | ﹤0.01% | 1536 |
|
|
2016
Q4 | $48.1M | Sell |
2,310,293
-289,924
| -11% | -$5.42M | 0.01% | 1314 |
|
|
2016
Q3 | $44.3M | Sell |
2,600,217
-345,256
| -12% | -$5.72M | 0.01% | 1350 |
|
|
2016
Q2 | $45.7M | Buy |
2,945,473
+264,249
| +10% | +$4.04M | 0.01% | 1315 |
|
|
2016
Q1 | $38.8M | Buy |
2,681,224
+425,698
| +19% | +$5.99M | 0.01% | 1361 |
|
|
2015
Q4 | $35.1M | Buy |
2,255,526
+634,302
| +39% | +$10.6M | ﹤0.01% | 1408 |
|
|
2015
Q3 | $29.4M | Buy |
1,621,224
+957,540
| +144% | +$19.2M | ﹤0.01% | 1489 |
|
|
2015
Q2 | $14.4M | Buy |
663,684
+480,912
| +263% | +$10.3M | ﹤0.01% | 1873 |
|
|
2015
Q1 | $3.65M | Sell |
182,772
-347,660
| -66% | -$7.18M | ﹤0.01% | 2305 |
|
|
2014
Q4 | $10.6M | Sell |
530,432
-398,679
| -43% | -$8.23M | ﹤0.01% | 1971 |
|
|
2014
Q3 | $19.8M | Buy |
929,111
+746,360
| +408% | +$16.8M | ﹤0.01% | 1748 |
|
|
2014
Q2 | $4.29M | Buy |
182,751
+59,420
| +48% | +$1.38M | ﹤0.01% | 2275 |
|
|
2014
Q1 | $3.09M | Sell |
123,331
-3,945
| -3% | -$97.3K | ﹤0.01% | 2291 |
|
|
2013
Q4 | $3.23M | Sell |
127,276
-223
| -0.2% | -$5.64K | ﹤0.01% | 2261 |
|
|
2013
Q3 | $3.11M | Buy |
127,499
+1,954
| +2% | +$46.8K | ﹤0.01% | 2266 |
|
|
2013
Q2 | $2.95M | Buy |
+125,545
| New | +$3.3M | ﹤0.01% | 2250 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
