First Heartland Consultants’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 |
-6,320
| Closed | -$495K | – | 465 |
|
|
2024
Q4 | $495K | Buy |
6,320
+55
| +0.9% | +$4.31K | 0.05% | 236 |
|
|
2024
Q3 | $386K | Buy |
6,265
+6
| +0.1% | +$370 | 0.04% | 288 |
|
|
2024
Q2 | $311 | Buy |
6,259
+60
| +1% | +$3 | 0.02% | 336 |
|
|
2024
Q1 | $273K | Sell |
6,199
-22
| -0.4% | -$969 | 0.03% | 349 |
|
|
2023
Q4 | $251K | Sell |
6,221
-72
| -1% | -$2.91K | 0.03% | 319 |
|
|
2023
Q3 | $231K | Buy |
6,293
+55
| +0.9% | +$2.02K | 0.03% | 342 |
|
|
2023
Q2 | $207K | Buy |
+6,238
| New | +$207K | 0.03% | 355 |
|
|
2023
Q1 | – | Sell |
-6,406
| Closed | -$210K | – | 374 |
|
|
2022
Q4 | $210K | Buy |
+6,406
| New | +$210K | 0.03% | 352 |
|
|
2022
Q1 | – | Sell |
-5,588
| Closed | -$207 | – | 385 |
|
|
2021
Q4 | $207 | Buy |
+5,588
| New | +$207 | 0.01% | 353 |
|