KL
KWMG LLC’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
12,956
-1,183
| -8% | -$64.7K | 0.07% | 110 |
|
|
2025
Q1 | $757K | Sell |
14,139
-338
| -2% | -$18.1K | 0.08% | 107 |
|
|
2024
Q4 | $1.14M | Sell |
14,477
-1,090
| -7% | -$85.5K | 0.12% | 98 |
|
|
2024
Q3 | $958K | Sell |
15,567
-1,074
| -6% | -$66.1K | 0.1% | 102 |
|
|
2024
Q2 | $828K | Sell |
16,641
-318
| -2% | -$15.8K | 0.09% | 103 |
|
|
2024
Q1 | $748K | Buy |
16,959
+63
| +0.4% | +$2.78K | 0.08% | 104 |
|
|
2023
Q4 | $683K | Sell |
16,896
-291
| -2% | -$11.8K | 0.08% | 109 |
|
|
2023
Q3 | $630K | Buy |
17,187
+932
| +6% | +$34.1K | 0.08% | 110 |
|
|
2023
Q2 | $539K | Buy |
16,255
+599
| +4% | +$19.9K | 0.07% | 113 |
|
|
2023
Q1 | $497K | Buy |
15,656
+190
| +1% | +$6.03K | 0.07% | 116 |
|
|
2022
Q4 | $530K | Buy |
15,466
+331
| +2% | +$11.3K | 0.08% | 115 |
|
|
2022
Q3 | $446K | Buy |
15,135
+375
| +3% | +$11.1K | 0.07% | 118 |
|
|
2022
Q2 | $408K | Buy |
14,760
+855
| +6% | +$23.6K | 0.06% | 122 |
|
|
2022
Q1 | $457K | Sell |
13,905
-103,866
| -88% | -$3.41M | 0.06% | 119 |
|
|
2021
Q4 | $4.57M | Sell |
117,771
-43
| -0% | -$1.67K | 0.62% | 55 |
|
|
2021
Q3 | $4.37M | Buy |
117,814
+3,141
| +3% | +$117K | 0.64% | 47 |
|
|
2021
Q2 | $3.56M | Buy |
114,673
+3,430
| +3% | +$106K | 0.53% | 69 |
|
|
2021
Q1 | $3.35M | Sell |
111,243
-1,460
| -1% | -$43.9K | 0.53% | 70 |
|
|
2020
Q4 | $2.77M | Buy |
112,703
+1,201
| +1% | +$29.5K | 0.5% | 75 |
|
|
2020
Q3 | $2.01M | Buy |
111,502
+6,065
| +6% | +$109K | 0.41% | 82 |
|
|
2020
Q2 | $1.64M | Buy |
105,437
+19,011
| +22% | +$296K | 0.35% | 89 |
|
|
2020
Q1 | $1.18M | Buy |
86,426
+1,004
| +1% | +$13.7K | 0.32% | 85 |
|
|
2019
Q4 | $1.83M | Buy |
85,422
+4,383
| +5% | +$93.6K | 0.4% | 75 |
|
|
2019
Q3 | $1.49M | Buy |
+81,039
| New | +$1.49M | 0.36% | 77 |
|
|
2019
Q2 | – | Sell |
-125
| Closed | -$2K | – | 282 |
|
|
2019
Q1 | $2K | Hold |
125
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $2K | Hold |
125
| – | – | ﹤0.01% | 441 |
|
|
2018
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 418 |
|