FWSM
First Wilshire Securities Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
52,982
-239
| -0.4% | -$13.1K | 0.79% | 33 |
|
|
2025
Q1 | $2.85M | Sell |
53,221
-617
| -1% | -$33.1K | 0.82% | 30 |
|
|
2024
Q4 | $4.22M | Sell |
53,838
-825
| -2% | -$64.7K | 1.15% | 27 |
|
|
2024
Q3 | $3.37M | Sell |
54,663
-14,951
| -21% | -$920K | 0.95% | 25 |
|
|
2024
Q2 | $3.46M | Sell |
69,614
-786
| -1% | -$39.1K | 1.06% | 26 |
|
|
2024
Q1 | $3.11M | Sell |
70,400
-73,688
| -51% | -$3.25M | 0.91% | 28 |
|
|
2023
Q4 | $5.82M | Sell |
144,088
-5,241
| -4% | -$212K | 1.88% | 19 |
|
|
2023
Q3 | $5.47M | Sell |
149,329
-7,203
| -5% | -$264K | 1.87% | 20 |
|
|
2023
Q2 | $5.19M | Buy |
156,532
+951
| +0.6% | +$31.5K | 1.78% | 20 |
|
|
2023
Q1 | $4.94M | Sell |
155,581
-534,488
| -77% | -$17M | 1.68% | 20 |
|
|
2022
Q4 | $23.7M | Sell |
690,069
-8,368
| -1% | -$287K | 8.27% | 2 |
|
|
2022
Q3 | $20.6M | Buy |
698,437
+1,366
| +0.2% | +$40.3K | 8.33% | 2 |
|
|
2022
Q2 | $19.3M | Sell |
697,071
-4,484
| -0.6% | -$124K | 7.19% | 4 |
|
|
2022
Q1 | $23M | Sell |
701,555
-7,394
| -1% | -$243K | 8.1% | 3 |
|
|
2021
Q4 | $27.5M | Sell |
708,949
-12,496
| -2% | -$485K | 8.58% | 3 |
|
|
2021
Q3 | $26.8M | Sell |
721,445
-1,071
| -0.1% | -$39.8K | 8.88% | 2 |
|
|
2021
Q2 | $24.7M | Sell |
722,516
-9,850
| -1% | -$337K | 8.65% | 3 |
|
|
2021
Q1 | $22M | Sell |
732,366
-128,424
| -15% | -$3.87M | 8.24% | 3 |
|
|
2020
Q4 | $21.2M | Sell |
860,790
-34,322
| -4% | -$844K | 8.53% | 3 |
|
|
2020
Q3 | $16.1M | Sell |
895,112
-26,373
| -3% | -$475K | 7.69% | 3 |
|
|
2020
Q2 | $14.3M | Sell |
921,485
-3,877
| -0.4% | -$60.3K | 6.63% | 5 |
|
|
2020
Q1 | $12.7M | Buy |
925,362
+274,930
| +42% | +$3.76M | 7.11% | 4 |
|
|
2019
Q4 | $13.9M | Sell |
650,432
-11,007
| -2% | -$235K | 5.22% | 2 |
|
|
2019
Q3 | $12.2M | Buy |
661,439
+468,805
| +243% | +$8.63M | 4.61% | 3 |
|
|
2019
Q2 | $3.7M | Sell |
192,634
-25,369
| -12% | -$488K | 1.47% | 25 |
|
|
2019
Q1 | $4.1M | Buy |
+218,003
| New | +$4.1M | 1.4% | 26 |
|