Kovitz Investment Group Partners’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,850
| Closed | -$302K | – | 1264 |
|
|
2024
Q4 | $302K | Sell |
3,850
-62
| -2% | -$4.86K | ﹤0.01% | 1036 |
|
|
2024
Q3 | $220K | Buy |
+3,912
| New | +$220K | ﹤0.01% | 930 |
|
|
2019
Q3 | – | Sell |
-24,530
| Closed | -$472K | – | 360 |
|
|
2019
Q2 | $472K | Sell |
24,530
-43,367
| -64% | -$834K | 0.01% | 309 |
|
|
2019
Q1 | $1.28M | Sell |
67,897
-38,776
| -36% | -$729K | 0.04% | 247 |
|
|
2018
Q4 | $1.85M | Sell |
106,673
-25,935
| -20% | -$450K | 0.07% | 150 |
|
|
2018
Q3 | $2.91M | Sell |
132,608
-558,830
| -81% | -$12.3M | 0.13% | 49 |
|
|
2018
Q2 | $15.7M | Sell |
691,438
-278,188
| -29% | -$6.33M | 0.73% | 36 |
|
|
2018
Q1 | $22M | Sell |
969,626
-63,829
| -6% | -$1.45M | 1.06% | 35 |
|
|
2017
Q4 | $27.4K | Sell |
1,033,455
-588,904
| -36% | -$15.6K | 1.17% | 33 |
|
|
2017
Q3 | $41M | Sell |
1,622,359
-316,299
| -16% | -$7.99M | 2.04% | 24 |
|
|
2017
Q2 | $50.7M | Sell |
1,938,658
-71,251
| -4% | -$1.86M | 2.7% | 17 |
|
|
2017
Q1 | $52.3M | Sell |
2,009,909
-89,624
| -4% | -$2.33M | 2.87% | 13 |
|
|
2016
Q4 | $48.8M | Sell |
2,099,533
-29,965
| -1% | -$697K | 2.84% | 14 |
|
|
2016
Q3 | $40.5M | Sell |
2,129,498
-32,372
| -1% | -$616K | 2.49% | 16 |
|
|
2016
Q2 | $34.4M | Sell |
2,161,870
-97,265
| -4% | -$1.55M | 2.38% | 17 |
|
|
2016
Q1 | $36.5M | Buy |
+2,259,135
| New | +$36.5M | 2.16% | 22 |
|