IFP Advisors’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 | $36.6K | Sell |
616
-771
| -56% | -$45.8K | ﹤0.01% | 2210 |
|
|
2025
Q1 | $74.3K | Buy |
1,387
+649
| +88% | +$34.8K | ﹤0.01% | 1694 |
|
|
2024
Q4 | $57.9K | Buy |
738
+652
| +758% | +$51.1K | ﹤0.01% | 1759 |
|
|
2024
Q3 | $5.29K | Sell |
86
-346
| -80% | -$21.3K | ﹤0.01% | 2652 |
|
|
2024
Q2 | $21.5K | Hold |
432
| – | – | ﹤0.01% | 2048 |
|
|
2024
Q1 | $19.1K | Buy |
432
+40
| +10% | +$1.76K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $15.8K | Sell |
392
-99
| -20% | -$4K | ﹤0.01% | 2010 |
|
|
2023
Q3 | $18K | Sell |
491
-800
| -62% | -$29.3K | ﹤0.01% | 1992 |
|
|
2023
Q2 | $42.8K | Sell |
1,291
-77
| -6% | -$2.55K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $30.2K | Sell |
1,368
-429
| -24% | -$9.47K | ﹤0.01% | 1826 |
|
|
2022
Q4 | $48K | Sell |
1,797
-29,866
| -94% | -$798K | ﹤0.01% | 2277 |
|
|
2022
Q3 | $698K | Buy |
31,663
+208
| +0.7% | +$4.59K | 0.02% | 777 |
|
|
2022
Q2 | $688K | Hold |
31,455
| – | – | 0.02% | 700 |
|
|
2022
Q1 | $688K | Buy |
31,455
+30,550
| +3,376% | +$668K | 0.02% | 700 |
|
|
2021
Q4 | $34K | Sell |
905
-5,247
| -85% | -$197K | ﹤0.01% | 1685 |
|
|
2021
Q3 | $222K | Sell |
6,152
-7,228
| -54% | -$261K | ﹤0.01% | 876 |
|
|
2021
Q2 | $437K | Sell |
13,380
-1,535
| -10% | -$50.1K | 0.01% | 588 |
|
|
2021
Q1 | $433K | Buy |
14,915
+11,442
| +329% | +$332K | 0.01% | 565 |
|
|
2020
Q4 | $81K | Buy |
3,473
+70
| +2% | +$1.63K | ﹤0.01% | 1229 |
|
|
2020
Q3 | $59K | Buy |
3,403
+145
| +4% | +$2.51K | ﹤0.01% | 1227 |
|
|
2020
Q2 | $47K | Sell |
3,258
-156
| -5% | -$2.25K | ﹤0.01% | 1244 |
|
|
2020
Q1 | $49K | Buy |
3,414
+3,339
| +4,452% | +$47.9K | ﹤0.01% | 1126 |
|
|
2019
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 2665 |
|
|
2019
Q3 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 2861 |
|
|
2019
Q1 | $86K | Buy |
4,835
+358
| +8% | +$6.37K | 0.01% | 744 |
|
|
2018
Q4 | $70K | Sell |
4,477
-542
| -11% | -$8.47K | ﹤0.01% | 1391 |
|
|
2018
Q3 | $99K | Sell |
5,019
-2,116
| -30% | -$41.7K | ﹤0.01% | 1468 |
|
|
2018
Q2 | $145K | Buy |
7,135
+283
| +4% | +$5.75K | 0.01% | 1251 |
|
|
2018
Q1 | $162K | Hold |
6,852
| – | – | 0.01% | 1091 |
|
|
2017
Q4 | $162K | Buy |
6,852
+525
| +8% | +$12.4K | 0.01% | 1091 |
|
|
2017
Q3 | $143K | Buy |
6,327
+670
| +12% | +$15.1K | 0.01% | 1342 |
|
|
2017
Q2 | $132K | Sell |
5,657
-1,334
| -19% | -$31.1K | 0.01% | 1369 |
|
|
2017
Q1 | $163K | Buy |
6,991
+867
| +14% | +$20.2K | 0.01% | 1217 |
|
|
2016
Q4 | $127K | Buy |
6,124
+302
| +5% | +$6.26K | 0.01% | 1302 |
|
|
2016
Q3 | $99K | Hold |
5,822
| – | – | 0.01% | 1362 |
|
|
2016
Q2 | $90K | Buy |
5,822
+987
| +20% | +$15.3K | 0.01% | 1405 |
|
|
2016
Q1 | $86K | Buy |
4,835
+526
| +12% | +$9.36K | 0.01% | 744 |
|
|
2015
Q4 | $67K | Buy |
+4,309
| New | +$67K | ﹤0.01% | 1424 |
|