Interval Partners’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 | – | Hold |
0
| – | – | – | 338 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 311 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 313 |
|
|
2024
Q3 | – | Sell |
-113,471
| Closed | -$5.65M | – | 297 |
|
|
2024
Q2 | $5.65M | Sell |
113,471
-124,800
| -52% | -$6.21M | 0.12% | 137 |
|
|
2024
Q1 | $10.5M | Sell |
238,271
-55,368
| -19% | -$2.44M | 0.29% | 79 |
|
|
2023
Q4 | $11.9M | Buy |
293,639
+183,711
| +167% | +$7.42M | 0.34% | 62 |
|
|
2023
Q3 | $4.03M | Buy |
+109,928
| New | +$4.03M | 0.12% | 123 |
|
|
2022
Q4 | – | Sell |
-123,552
| Closed | -$3.49M | – | 226 |
|
|
2022
Q3 | $3.49M | Buy |
123,552
+10,460
| +9% | +$295K | 0.15% | 118 |
|
|
2022
Q2 | $2.99M | Buy |
113,092
+30,311
| +37% | +$800K | 0.15% | 99 |
|
|
2022
Q1 | $2.6M | Buy |
+82,781
| New | +$2.6M | 0.13% | 117 |
|
|
2018
Q4 | – | Sell |
-64,235
| Closed | -$1.26M | – | 176 |
|
|
2018
Q3 | $1.26M | Buy |
+64,235
| New | +$1.26M | 0.05% | 122 |
|