Gateway Investment Advisers’s Jefferies Financial Group JEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.79M | Buy |
69,289
+9,717
| +16% | +$531K | 0.04% | 210 |
|
2025
Q1 | $3.19M | Buy |
59,572
+3,771
| +7% | +$202K | 0.04% | 224 |
|
2024
Q4 | $4.37M | Buy |
55,801
+256
| +0.5% | +$20.1K | 0.05% | 198 |
|
2024
Q3 | $3.42M | Hold |
55,545
| – | – | 0.04% | 221 |
|
2024
Q2 | $2.76M | Hold |
55,545
| – | – | 0.03% | 230 |
|
2024
Q1 | $2.45M | Hold |
55,545
| – | – | 0.03% | 254 |
|
2023
Q4 | $2.24M | Hold |
55,545
| – | – | 0.03% | 263 |
|
2023
Q3 | $2.03M | Hold |
55,545
| – | – | 0.03% | 267 |
|
2023
Q2 | $1.84M | Hold |
55,545
| – | – | 0.02% | 281 |
|
2023
Q1 | $1.76M | Sell |
55,545
-2,568
| -4% | -$81.5K | 0.02% | 299 |
|
2022
Q4 | $1.9M | Sell |
58,113
-225
| -0.4% | -$7.37K | 0.02% | 310 |
|
2022
Q3 | $1.65M | Sell |
58,338
-125
| -0.2% | -$3.53K | 0.02% | 324 |
|
2022
Q2 | $1.54M | Buy |
58,463
+99
| +0.2% | +$2.62K | 0.02% | 340 |
|
2022
Q1 | $1.83M | Buy |
58,364
+1,120
| +2% | +$35.2K | 0.02% | 337 |
|
2021
Q4 | $2.12M | Buy |
57,244
+640
| +1% | +$23.7K | 0.02% | 307 |
|
2021
Q3 | $2.01M | Hold |
56,604
| – | – | 0.02% | 316 |
|
2021
Q2 | $1.85M | Hold |
56,604
| – | – | 0.02% | 332 |
|
2021
Q1 | $1.63M | Hold |
56,604
| – | – | 0.02% | 336 |
|
2020
Q4 | $1.33M | Sell |
56,604
-151
| -0.3% | -$3.55K | 0.01% | 346 |
|
2020
Q3 | $977K | Sell |
56,755
-86
| -0.2% | -$1.48K | 0.01% | 354 |
|
2020
Q2 | $845K | Buy |
56,841
+466
| +0.8% | +$6.93K | 0.01% | 378 |
|
2020
Q1 | $737K | Sell |
56,375
-55
| -0.1% | -$719 | 0.01% | 378 |
|
2019
Q4 | $1.15M | Sell |
56,430
-2,616
| -4% | -$53.5K | 0.01% | 379 |
|
2019
Q3 | $1.04M | Sell |
59,046
-12,488
| -17% | -$220K | 0.01% | 396 |
|
2019
Q2 | $1.23M | Sell |
71,534
-1,942
| -3% | -$33.4K | 0.01% | 421 |
|
2019
Q1 | $1.24M | Sell |
73,476
-1,802
| -2% | -$30.3K | 0.01% | 422 |
|
2018
Q4 | $1.17M | Buy |
75,278
+254
| +0.3% | +$3.95K | 0.01% | 436 |
|
2018
Q3 | $1.48M | Sell |
75,024
-2,138
| -3% | -$42K | 0.01% | 408 |
|
2018
Q2 | $1.57M | Sell |
77,162
-1,634
| -2% | -$33.3K | 0.01% | 400 |
|
2018
Q1 | $1.6M | Sell |
78,796
-185
| -0.2% | -$3.76K | 0.01% | 411 |
|
2017
Q4 | $1.87M | Sell |
78,981
-3,416
| -4% | -$81K | 0.02% | 407 |
|
2017
Q3 | $1.86M | Sell |
82,397
-574
| -0.7% | -$13K | 0.02% | 408 |
|
2017
Q2 | $1.94M | Buy |
82,971
+38
| +0% | +$890 | 0.02% | 387 |
|
2017
Q1 | $1.93M | Sell |
82,933
-2,156
| -3% | -$50.2K | 0.02% | 375 |
|
2016
Q4 | $1.77M | Sell |
85,089
-1,341
| -2% | -$27.9K | 0.02% | 393 |
|
2016
Q3 | $1.47M | Buy |
86,430
+15,495
| +22% | +$264K | 0.01% | 412 |
|
2016
Q2 | $1.1M | Hold |
70,935
| – | – | 0.01% | 464 |
|
2016
Q1 | $1.03M | Sell |
70,935
-11,435
| -14% | -$166K | 0.01% | 464 |
|
2015
Q4 | $1.28M | Buy |
82,370
+691
| +0.8% | +$10.8K | 0.01% | 477 |
|
2015
Q3 | $1.48M | Sell |
81,679
-1,791
| -2% | -$32.5K | 0.01% | 441 |
|
2015
Q2 | $1.81M | Sell |
83,470
-1,061
| -1% | -$23.1K | 0.02% | 424 |
|
2015
Q1 | $1.69M | Sell |
84,531
-406
| -0.5% | -$8.1K | 0.01% | 442 |
|
2014
Q4 | $1.71M | Sell |
84,937
-1,159
| -1% | -$23.3K | 0.01% | 441 |
|
2014
Q3 | $1.84M | Sell |
86,096
-332
| -0.4% | -$7.08K | 0.01% | 455 |
|
2014
Q2 | $2.03M | Buy |
86,428
+5,970
| +7% | +$140K | 0.02% | 436 |
|
2014
Q1 | $2.02M | Buy |
80,458
+3,688
| +5% | +$92.5K | 0.02% | 407 |
|
2013
Q4 | $1.95M | Buy |
76,770
+3,931
| +5% | +$99.7K | 0.02% | 409 |
|
2013
Q3 | $1.78M | Buy |
72,839
+3,445
| +5% | +$84K | 0.02% | 415 |
|
2013
Q2 | $1.63M | Buy |
+69,394
| New | +$1.63M | 0.01% | 407 |
|