Ken Fisher’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Buy |
2,082,840
+648,762
| +45% | +$35.5M | 0.05% | 151 |
|
|
2025
Q1 | $76.8M | Buy |
1,434,078
+655,315
| +84% | +$35.1M | 0.03% | 175 |
|
|
2024
Q4 | $61.1M | Sell |
778,763
-2,114
| -0.3% | -$166K | 0.02% | 200 |
|
|
2024
Q3 | $48.1M | Buy |
780,877
+381,893
| +96% | +$23.5M | 0.02% | 229 |
|
|
2024
Q2 | $19.9M | Buy |
398,984
+81,438
| +26% | +$4.05M | 0.01% | 339 |
|
|
2024
Q1 | $14M | Sell |
317,546
-12,513
| -4% | -$552K | 0.01% | 376 |
|
|
2023
Q4 | $13.3M | Sell |
330,059
-13,967
| -4% | -$564K | 0.01% | 376 |
|
|
2023
Q3 | $12.6M | Buy |
344,026
+833
| +0.2% | +$30.5K | 0.01% | 401 |
|
|
2023
Q2 | $11.4M | Sell |
343,193
-12,419
| -3% | -$412K | 0.01% | 433 |
|
|
2023
Q1 | $11.3M | Buy |
355,612
+3,368
| +1% | +$107K | 0.01% | 432 |
|
|
2022
Q4 | $12.1M | Buy |
352,244
+4,197
| +1% | +$144K | 0.01% | 415 |
|
|
2022
Q3 | $10.3M | Buy |
+348,047
| New | +$10.3M | 0.01% | 396 |
|