GoodHaven Capital Management’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 | $24.2M | Buy |
442,287
+2,300
| +0.5% | +$126K | 8.4% | 2 |
|
|
2025
Q1 | $23.6M | Sell |
439,987
-9,571
| -2% | -$513K | 7.98% | 3 |
|
|
2024
Q4 | $35.2M | Hold |
449,558
| – | – | 11.37% | 2 |
|
|
2024
Q3 | $27.7M | Hold |
449,558
| – | – | 9.18% | 4 |
|
|
2024
Q2 | $22.4M | Hold |
449,558
| – | – | 8.21% | 4 |
|
|
2024
Q1 | $19.8M | Hold |
449,558
| – | – | 7.46% | 4 |
|
|
2023
Q4 | $18.2M | Sell |
449,558
-3,350
| -0.7% | -$135K | 7.88% | 4 |
|
|
2023
Q3 | $16.6M | Hold |
452,908
| – | – | 8.7% | 4 |
|
|
2023
Q2 | $15M | Sell |
452,908
-1,166
| -0.3% | -$38.7K | 9% | 4 |
|
|
2023
Q1 | $14.4M | Sell |
454,074
-20,757
| -4% | -$659K | 9.27% | 4 |
|
|
2022
Q4 | $15.6M | Hold |
474,831
| – | – | 10.46% | 2 |
|
|
2022
Q3 | $13.4M | Hold |
474,831
| – | – | 9.69% | 3 |
|
|
2022
Q2 | $12.5M | Buy |
474,831
+2,040
| +0.4% | +$53.9K | 9.23% | 3 |
|
|
2022
Q1 | $14.8M | Buy |
472,791
+418
| +0.1% | +$13.1K | 8.86% | 3 |
|
|
2021
Q4 | $17.5M | Hold |
472,373
| – | – | 10.24% | 3 |
|
|
2021
Q3 | $16.8M | Buy |
472,373
+628
| +0.1% | +$22.3K | 10.9% | 3 |
|
|
2021
Q2 | $15.4M | Hold |
471,745
| – | – | 10.26% | 3 |
|
|
2021
Q1 | $13.6M | Sell |
471,745
-18,953
| -4% | -$545K | 10.17% | 3 |
|
|
2020
Q4 | $11.5M | Sell |
490,698
-55,282
| -10% | -$1.3M | 9.6% | 3 |
|
|
2020
Q3 | $9.4M | Hold |
545,980
| – | – | 8.59% | 4 |
|
|
2020
Q2 | $8.12M | Buy |
545,980
+3,243
| +0.6% | +$48.2K | 8.42% | 4 |
|
|
2020
Q1 | $7.09M | Sell |
542,737
-32,594
| -6% | -$426K | 7.8% | 4 |
|
|
2019
Q4 | $11.8M | Sell |
575,331
-16,599
| -3% | -$339K | 9.37% | 5 |
|
|
2019
Q3 | $10.4M | Sell |
591,930
-30,633
| -5% | -$539K | 8.18% | 4 |
|
|
2019
Q2 | $10.7M | Buy |
622,563
+223
| +0% | +$3.84K | 8.66% | 3 |
|
|
2019
Q1 | $10.5M | Sell |
622,340
-27,928
| -4% | -$470K | 8.5% | 5 |
|
|
2018
Q4 | $10.1M | Buy |
650,268
+54,460
| +9% | +$846K | 7.96% | 5 |
|
|
2018
Q3 | $11.7M | Sell |
595,808
-22,401
| -4% | -$440K | 8.24% | 5 |
|
|
2018
Q2 | $12.6M | Buy |
618,209
+11,272
| +2% | +$229K | 8.32% | 4 |
|
|
2018
Q1 | $12.3M | Buy |
606,937
+20,388
| +3% | +$415K | 8.06% | 4 |
|
|
2017
Q4 | $13.9M | Sell |
586,549
-1,098
| -0.2% | -$26K | 6.82% | 5 |
|
|
2017
Q3 | $13.3M | Sell |
587,647
-147,375
| -20% | -$3.33M | 6.72% | 5 |
|
|
2017
Q2 | $17.2M | Sell |
735,022
-46,370
| -6% | -$1.09M | 8.6% | 3 |
|
|
2017
Q1 | $18.2M | Hold |
781,392
| – | – | 8.15% | 3 |
|
|
2016
Q4 | $16.3M | Sell |
781,392
-238,563
| -23% | -$4.97M | 6.56% | 3 |
|
|
2016
Q3 | $17.4M | Sell |
1,019,955
-223
| -0% | -$3.8K | 5.81% | 4 |
|
|
2016
Q2 | $15.8M | Buy |
1,020,178
+22,343
| +2% | +$347K | 5.43% | 5 |
|
|
2016
Q1 | $14.4M | Buy |
997,835
+139,864
| +16% | +$2.02M | 5.13% | 8 |
|
|
2015
Q4 | $13.4M | Buy |
857,971
+58,683
| +7% | +$914K | 5.19% | 7 |
|
|
2015
Q3 | $14.5M | Sell |
799,288
-45,467
| -5% | -$825K | 5.61% | 7 |
|
|
2015
Q2 | $18.4M | Sell |
844,755
-108,901
| -11% | -$2.37M | 5.83% | 8 |
|
|
2015
Q1 | $19M | Sell |
953,656
-202,837
| -18% | -$4.05M | 5.81% | 8 |
|
|
2014
Q4 | $23.2M | Sell |
1,156,493
-66,078
| -5% | -$1.33M | 5.66% | 7 |
|
|
2014
Q3 | $26.1M | Sell |
1,222,571
-74,479
| -6% | -$1.59M | 5.33% | 8 |
|
|
2014
Q2 | $30.4M | Sell |
1,297,050
-1,650
| -0.1% | -$38.7K | 5.45% | 7 |
|
|
2014
Q1 | $32.6M | Sell |
1,298,700
-34,240
| -3% | -$858K | 6.1% | 5 |
|
|
2013
Q4 | $33.8M | Buy |
1,332,940
+29,669
| +2% | +$753K | 6.96% | 5 |
|
|
2013
Q3 | $31.8M | Buy |
1,303,271
+1,788
| +0.1% | +$43.6K | 7.53% | 4 |
|
|
2013
Q2 | $30.5M | Buy |
+1,301,483
| New | +$30.5M | 7.69% | 3 |
|