HM Payson & Co’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 | $129K | Sell |
2,400
-1,300
| -35% | -$69.6K | ﹤0.01% | 490 |
|
|
2024
Q4 | $290K | Sell |
3,700
-100
| -3% | -$7.84K | ﹤0.01% | 358 |
|
|
2024
Q3 | $234K | Hold |
3,800
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $189K | Sell |
3,800
-600
| -14% | -$29.9K | ﹤0.01% | 407 |
|
|
2024
Q1 | $194K | Sell |
4,400
-925
| -17% | -$40.8K | ﹤0.01% | 411 |
|
|
2023
Q4 | $215K | Buy |
5,325
+400
| +8% | +$16.2K | ﹤0.01% | 371 |
|
|
2023
Q3 | $180K | Hold |
4,925
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $163K | Buy |
4,925
+3,700
| +302% | +$123K | ﹤0.01% | 400 |
|
|
2023
Q1 | $38.9K | Sell |
1,225
-56
| -4% | -$1.78K | ﹤0.01% | 618 |
|
|
2022
Q4 | $42K | Hold |
1,281
| – | – | ﹤0.01% | 579 |
|
|
2022
Q3 | $36K | Sell |
1,281
-3,452
| -73% | -$97K | ﹤0.01% | 625 |
|
|
2022
Q2 | $125K | Sell |
4,733
-7,165
| -60% | -$189K | ﹤0.01% | 442 |
|
|
2022
Q1 | $374K | Sell |
11,898
-732
| -6% | -$23K | 0.01% | 309 |
|
|
2021
Q4 | $469K | Sell |
12,630
-393
| -3% | -$14.6K | 0.01% | 282 |
|
|
2021
Q3 | $462K | Sell |
13,023
-209
| -2% | -$7.41K | 0.01% | 283 |
|
|
2021
Q2 | $433K | Sell |
13,232
-1,778
| -12% | -$58.2K | 0.01% | 286 |
|
|
2021
Q1 | $432K | Buy |
+15,010
| New | +$432K | 0.01% | 285 |
|