IVP
Intrinsic Value Partners’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
29,873
-61
| -0.2% | -$3.34K | 1.45% | 18 |
|
|
2025
Q1 | $1.6M | Sell |
29,934
-759
| -2% | -$40.7K | 1.58% | 17 |
|
|
2024
Q4 | $2.41M | Sell |
30,693
-670
| -2% | -$52.5K | 2.42% | 12 |
|
|
2024
Q3 | $1.93M | Sell |
31,363
-175
| -0.6% | -$10.8K | 1.93% | 15 |
|
|
2024
Q2 | $1.57M | Sell |
31,538
-100
| -0.3% | -$4.98K | 1.64% | 14 |
|
|
2024
Q1 | $1.4M | Sell |
31,638
-825
| -3% | -$36.4K | 1.49% | 15 |
|
|
2023
Q4 | $1.31M | Sell |
32,463
-225
| -0.7% | -$9.09K | 1.53% | 16 |
|
|
2023
Q3 | $1.2M | Sell |
32,688
-25
| -0.1% | -$916 | 1.54% | 16 |
|
|
2023
Q2 | $1.09M | Sell |
32,713
-50
| -0.2% | -$1.66K | 1.37% | 18 |
|
|
2023
Q1 | $1.04M | Sell |
32,763
-910
| -3% | -$28.9K | 1.41% | 17 |
|
|
2022
Q4 | $1.15M | Sell |
33,673
-1,900
| -5% | -$65.1K | 1.58% | 17 |
|
|
2022
Q3 | $1.05M | Hold |
35,573
| – | – | 1.46% | 21 |
|
|
2022
Q2 | $983K | Sell |
35,573
-570
| -2% | -$15.8K | 1.25% | 22 |
|
|
2022
Q1 | $1.19M | Sell |
36,143
-700
| -2% | -$23K | 1.26% | 21 |
|
|
2021
Q4 | $1.43M | Buy |
+36,843
| New | +$1.43M | 1.52% | 20 |
|