HMS 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
Q1 | – | Sell |
-10,033
| Closed | -$787K | – | 110 |
|
|
2024
Q4 | $787K | Sell |
10,033
-9
| -0.1% | -$706 | 0.38% | 53 |
|
|
2024
Q3 | $618K | Buy |
10,042
+2
| +0% | +$123 | 0.3% | 61 |
|
|
2024
Q2 | $500K | Buy |
10,040
+2
| +0% | +$100 | 0.26% | 65 |
|
|
2024
Q1 | $443K | Buy |
10,038
+356
| +4% | +$15.7K | 0.25% | 76 |
|
|
2023
Q4 | $391K | Sell |
9,682
-101
| -1% | -$4.08K | 0.24% | 74 |
|
|
2023
Q3 | $358K | Sell |
9,783
-252
| -3% | -$9.23K | 0.24% | 73 |
|
|
2023
Q2 | $333K | Buy |
10,035
+42
| +0.4% | +$1.39K | 0.2% | 89 |
|
|
2023
Q1 | $317K | Sell |
9,993
-2,237
| -18% | -$71K | 0.2% | 87 |
|
|
2022
Q4 | $401K | Sell |
12,230
-85
| -0.7% | -$2.79K | 0.23% | 64 |
|
|
2022
Q3 | $347K | Buy |
12,315
+740
| +6% | +$20.9K | 0.21% | 82 |
|
|
2022
Q2 | $306K | Sell |
11,575
-2,803
| -19% | -$74.1K | 0.15% | 89 |
|
|
2022
Q1 | $452K | Sell |
14,378
-123
| -0.8% | -$3.87K | 0.19% | 95 |
|
|
2021
Q4 | $538K | Buy |
14,501
+2
| +0% | +$74 | 0.23% | 84 |
|
|
2021
Q3 | $515K | Buy |
+14,499
| New | +$515K | 0.24% | 80 |
|