Joel Isaacson & Co’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Buy |
|
|||||
|
2025
Q2 | $822K | Hold |
|
|||||
|
2025
Q1 | $805K | Hold |
|
|||||
|
2024
Q4 | $1.18M | Hold |
|
|||||
|
2024
Q3 | $925K | Hold |
|
|||||
|
2024
Q2 | $748K | Sell |
|
|||||
|
2024
Q1 | $684K | Hold |
|
|||||
|
2023
Q4 | $626K | Hold |
|
|||||
|
2023
Q3 | $568K | Hold |
|
|||||
|
2023
Q2 | $514K | Hold |
|
|||||
|
2023
Q1 | $492K | Sell |
|
|||||
|
2022
Q4 | $531K | Buy |
|
|||||
|
2022
Q3 | $443K | Hold |
|
|||||
|
2022
Q2 | $414K | Hold |
|
|||||
|
2022
Q1 | $489K | Hold |
|
|||||
|
2021
Q4 | $582K | Hold |
|
|||||
|
2021
Q3 | $557K | Hold |
|
|||||
|
2021
Q2 | $513K | Hold |
|
|||||
|
2021
Q1 | $452K | Buy |
|
|||||
|
2020
Q4 | $359K | Hold |
|
|||||
|
2020
Q3 | $263K | Hold |
|
|||||
|
2020
Q2 | $227K | Hold |
|
|||||
|
2020
Q1 | $200K | Hold |
|
|||||
|
2019
Q4 | $312K | Hold |
|
|||||
|
2019
Q3 | $269K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $5K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $41K | Hold |
|
|||||
|
2013
Q2 | $39K | Buy |
|