Hennion & Walsh Asset 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 | $1.22M | Sell |
22,283
-4,697
| -17% | -$257K | 0.05% | 446 |
|
|
2025
Q1 | $1.45M | Sell |
26,980
-33,088
| -55% | -$1.77M | 0.06% | 364 |
|
|
2024
Q4 | $4.71M | Buy |
60,068
+2,293
| +4% | +$180K | 0.21% | 105 |
|
|
2024
Q3 | $3.56M | Buy |
57,775
+5,750
| +11% | +$354K | 0.17% | 154 |
|
|
2024
Q2 | $2.59M | Sell |
52,025
-468
| -0.9% | -$23.3K | 0.13% | 205 |
|
|
2024
Q1 | $2.31M | Sell |
52,493
-10,378
| -17% | -$458K | 0.12% | 226 |
|
|
2023
Q4 | $2.54M | Sell |
62,871
-1,068
| -2% | -$43.2K | 0.15% | 209 |
|
|
2023
Q3 | $2.34M | Buy |
63,939
+4,264
| +7% | +$156K | 0.15% | 182 |
|
|
2023
Q2 | $1.98M | Buy |
59,675
+18,420
| +45% | +$611K | 0.12% | 217 |
|
|
2023
Q1 | $1.31M | Buy |
41,255
+8,444
| +26% | +$268K | 0.08% | 303 |
|
|
2022
Q4 | $1.08M | Sell |
32,811
-1,665
| -5% | -$54.6K | 0.07% | 324 |
|
|
2022
Q3 | $972K | Buy |
34,476
+543
| +2% | +$15.3K | 0.06% | 330 |
|
|
2022
Q2 | $896K | Buy |
33,933
+7,358
| +28% | +$194K | 0.06% | 342 |
|
|
2022
Q1 | $835K | Buy |
26,575
+4,707
| +22% | +$148K | 0.04% | 390 |
|
|
2021
Q4 | $811K | Buy |
21,868
+8,933
| +69% | +$331K | 0.04% | 424 |
|
|
2021
Q3 | $459K | Buy |
+12,935
| New | +$459K | 0.02% | 527 |
|