Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $121K | Hold |
2,433
| – | – | 0.02% | 175 |
|
|
2024
Q1 | $107K | Sell |
2,433
-195
| -7% | -$8.6K | 0.02% | 177 |
|
|
2023
Q4 | $106K | Hold |
2,628
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $96.3K | Hold |
2,628
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $87.2K | Sell |
2,628
-61
| -2% | -$2.02K | 0.01% | 191 |
|
|
2023
Q1 | $85.3K | Buy |
2,689
+793
| +42% | +$25.2K | 0.01% | 185 |
|
|
2022
Q4 | $62.2K | Sell |
1,896
-171
| -8% | -$5.61K | 0.01% | 206 |
|
|
2022
Q3 | $58K | Buy |
2,067
+278
| +16% | +$7.8K | 0.01% | 209 |
|
|
2022
Q2 | $47K | Hold |
1,789
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $56K | Hold |
1,789
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $66K | Hold |
1,789
| – | – | 0.01% | 245 |
|
|
2021
Q3 | $63K | Hold |
1,789
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $58K | Hold |
1,789
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $51K | Buy |
+1,789
| New | +$51K | 0.01% | 351 |
|