KS
Karpas Strategies’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.56M | Sell |
111,775
-1,522
| -1% | -$75.7K | 1.74% | 15 |
|
|
2024
Q1 | $5M | Sell |
113,297
-478
| -0.4% | -$21.1K | 1.55% | 19 |
|
|
2023
Q4 | $4.6M | Sell |
113,775
-3,370
| -3% | -$136K | 1.52% | 18 |
|
|
2023
Q3 | $4.29M | Sell |
117,145
-1,000
| -0.8% | -$36.6K | 1.58% | 20 |
|
|
2023
Q2 | $3.92M | Sell |
118,145
-500
| -0.4% | -$16.6K | 1.32% | 24 |
|
|
2023
Q1 | $3.77M | Sell |
118,645
-908
| -0.8% | -$28.8K | 1.33% | 22 |
|
|
2022
Q4 | $4.1M | Sell |
119,553
-2,300
| -2% | -$78.8K | 1.44% | 23 |
|
|
2022
Q3 | $3.6M | Hold |
121,853
| – | – | 1.36% | 20 |
|
|
2022
Q2 | $3.37M | Buy |
121,853
+9,500
| +8% | +$262K | 1.18% | 22 |
|
|
2022
Q1 | $3.69M | Sell |
112,353
-600
| -0.5% | -$19.7K | 1.16% | 23 |
|
|
2021
Q4 | $4.38M | Hold |
112,953
| – | – | 1.4% | 19 |
|
|
2021
Q3 | $4.95M | Hold |
112,953
| – | – | 1.63% | 16 |
|
|
2021
Q2 | $3.86M | Sell |
112,953
-691
| -0.6% | -$23.6K | 1.37% | 21 |
|
|
2021
Q1 | $3.42M | Sell |
113,644
-3,300
| -3% | -$99.3K | 1.3% | 21 |
|
|
2020
Q4 | $2.88M | Hold |
116,944
| – | – | 1.13% | 22 |
|
|
2020
Q3 | $2.11M | Sell |
116,944
-2,000
| -2% | -$36K | 0.97% | 25 |
|
|
2020
Q2 | $1.85M | Sell |
118,944
-6,300
| -5% | -$98K | 0.89% | 33 |
|
|
2020
Q1 | $1.71M | Hold |
125,244
| – | – | 0.93% | 30 |
|
|
2019
Q4 | $2.68M | Buy |
125,244
+2,500
| +2% | +$53.4K | 1.01% | 30 |
|
|
2019
Q3 | $2.26M | Sell |
122,744
-4,800
| -4% | -$88.3K | 0.91% | 33 |
|
|
2019
Q2 | $2.45M | Buy |
127,544
+1,200
| +0.9% | +$23.1K | 1.02% | 28 |
|
|
2019
Q1 | $2.37M | Hold |
126,344
| – | – | 1% | 29 |
|
|
2018
Q4 | $2.19M | Sell |
126,344
-1,400
| -1% | -$24.3K | 1.03% | 28 |
|
|
2018
Q3 | $2.81M | Hold |
127,744
| – | – | 1.16% | 26 |
|
|
2018
Q2 | $2.91M | Sell |
127,744
-1,175
| -0.9% | -$26.7K | 1.26% | 26 |
|
|
2018
Q1 | $2.93M | Sell |
128,919
-200
| -0.2% | -$4.55K | 1.27% | 25 |
|
|
2017
Q4 | $3.42M | Sell |
129,119
-750
| -0.6% | -$19.9K | 1.47% | 22 |
|
|
2017
Q3 | $3.28M | Hold |
129,869
| – | – | 1.44% | 23 |
|
|
2017
Q2 | $3.4M | Hold |
129,869
| – | – | 1.53% | 23 |
|
|
2017
Q1 | $3.38M | Hold |
129,869
| – | – | 1.54% | 23 |
|
|
2016
Q4 | $3.02M | Hold |
129,869
| – | – | 1.42% | 24 |
|
|
2016
Q3 | $2.47M | Hold |
129,869
| – | – | 1.21% | 27 |
|
|
2016
Q2 | $2.25M | Sell |
129,869
-800
| -0.6% | -$13.9K | 1.12% | 29 |
|
|
2016
Q1 | $2.11M | Sell |
130,669
-2,000
| -2% | -$32.3K | 1.1% | 28 |
|
|
2015
Q4 | $2.31M | Buy |
132,669
+14,025
| +12% | +$244K | 1.22% | 24 |
|
|
2015
Q3 | $2.4M | Buy |
118,644
+14,301
| +14% | +$290K | 1.33% | 23 |
|
|
2015
Q2 | $2.53M | Sell |
104,343
-7,000
| -6% | -$170K | 1.26% | 25 |
|
|
2015
Q1 | $2.48M | Hold |
111,343
| – | – | 1.2% | 27 |
|
|
2014
Q4 | $2.5M | Sell |
111,343
-6,000
| -5% | -$135K | 1.2% | 28 |
|
|
2014
Q3 | $2.8M | Hold |
117,343
| – | – | 1.4% | 26 |
|
|
2014
Q2 | $3.08M | Hold |
117,343
| – | – | 1.54% | 22 |
|
|
2014
Q1 | $3.29M | Hold |
117,343
| – | – | 1.75% | 20 |
|
|
2013
Q4 | $3.33M | Sell |
117,343
-400
| -0.3% | -$11.3K | 1.83% | 19 |
|
|
2013
Q3 | $3.21M | Sell |
117,743
-500
| -0.4% | -$13.6K | 1.88% | 18 |
|
|
2013
Q2 | $3.1M | Buy |
+118,243
| New | +$3.1M | 1.9% | 17 |
|