Harvest Fund 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
Q1 | – | Sell |
-3,306
| Closed | -$259K | – | 758 |
|
|
2024
Q4 | $259K | Buy |
3,306
+3,230
| +4,250% | +$253K | 0.01% | 431 |
|
|
2024
Q3 | $5K | Sell |
76
-76
| -50% | -$5K | ﹤0.01% | 545 |
|
|
2024
Q2 | $8K | Hold |
152
| – | – | ﹤0.01% | 556 |
|
|
2024
Q1 | $7K | Sell |
152
-1,691
| -92% | -$77.9K | ﹤0.01% | 599 |
|
|
2023
Q4 | $74K | Sell |
1,843
-3,570
| -66% | -$143K | 0.01% | 366 |
|
|
2023
Q3 | $198K | Buy |
5,413
+1,384
| +34% | +$50.6K | 0.03% | 221 |
|
|
2023
Q2 | $134K | Buy |
4,029
+723
| +22% | +$24K | 0.03% | 275 |
|
|
2023
Q1 | $105K | Sell |
3,306
-152
| -4% | -$4.83K | 0.02% | 321 |
|
|
2022
Q4 | $113K | Buy |
3,458
+2,986
| +633% | +$97.6K | 0.03% | 313 |
|
|
2022
Q3 | $13K | Hold |
472
| – | – | ﹤0.01% | 617 |
|
|
2022
Q2 | $12K | Hold |
472
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $14K | Sell |
472
-2,224
| -82% | -$66K | ﹤0.01% | 622 |
|
|
2021
Q4 | $100K | Hold |
2,696
| – | – | 0.02% | 333 |
|
|
2021
Q3 | $95K | Buy |
+2,696
| New | +$95K | 0.02% | 294 |
|