Lee, Danner & Bass’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
97,690
-7,000
| -7% | -$383K | 0.42% | 54 |
|
|
2025
Q1 | $5.61M | Sell |
104,690
-5,546
| -5% | -$297K | 0.45% | 49 |
|
|
2024
Q4 | $8.64M | Sell |
110,236
-504
| -0.5% | -$39.5K | 0.68% | 33 |
|
|
2024
Q3 | $6.82M | Sell |
110,740
-7,000
| -6% | -$431K | 0.48% | 42 |
|
|
2024
Q2 | $5.86M | Buy |
+117,740
| New | +$5.86M | 0.45% | 46 |
|
|
2023
Q4 | $5.04M | Sell |
124,740
-8,500
| -6% | -$344K | 0.43% | 50 |
|
|
2023
Q3 | $4.88M | Hold |
133,240
| – | – | 0.44% | 55 |
|
|
2023
Q2 | $4.42M | Sell |
133,240
-300
| -0.2% | -$9.95K | 0.38% | 59 |
|
|
2023
Q1 | $4.24M | Sell |
133,540
-7,398
| -5% | -$235K | 0.39% | 64 |
|
|
2022
Q4 | $4.62M | Hold |
140,938
| – | – | 0.44% | 62 |
|
|
2022
Q3 | $3.98M | Sell |
140,938
-2,092
| -1% | -$59K | 0.42% | 59 |
|
|
2022
Q2 | $3.78M | Hold |
143,030
| – | – | 0.38% | 65 |
|
|
2022
Q1 | $4.49M | Sell |
143,030
-16,736
| -10% | -$526K | 0.38% | 62 |
|
|
2021
Q4 | $5.93M | Sell |
159,766
-3,328
| -2% | -$123K | 0.51% | 48 |
|
|
2021
Q3 | $5.79M | Sell |
163,094
-523
| -0.3% | -$18.6K | 0.53% | 48 |
|
|
2021
Q2 | $5.35M | Sell |
163,617
-9,153
| -5% | -$299K | 0.48% | 52 |
|
|
2021
Q1 | $4.97M | Sell |
172,770
-5,491
| -3% | -$158K | 0.48% | 54 |
|
|
2020
Q4 | $4.19M | Sell |
178,261
-26,030
| -13% | -$612K | 0.45% | 58 |
|
|
2020
Q3 | $3.52M | Sell |
204,291
-23,094
| -10% | -$397K | 0.42% | 58 |
|
|
2020
Q2 | $3.38M | Sell |
227,385
-12,491
| -5% | -$186K | 0.43% | 60 |
|
|
2020
Q1 | $3.14M | Sell |
239,876
-1,046
| -0.4% | -$13.7K | 0.45% | 59 |
|
|
2019
Q4 | $4.92M | Sell |
240,922
-17,171
| -7% | -$351K | 0.51% | 53 |
|
|
2019
Q3 | $4.54M | Sell |
258,093
-19,785
| -7% | -$348K | 0.49% | 55 |
|
|
2019
Q2 | $4.78M | Sell |
277,878
-10,054
| -3% | -$173K | 0.51% | 51 |
|
|
2019
Q1 | $4.84M | Sell |
287,932
-3,759
| -1% | -$63.2K | 0.53% | 51 |
|
|
2018
Q4 | $4.53M | Buy |
291,691
+48,595
| +20% | +$755K | 0.53% | 52 |
|
|
2018
Q3 | $4.78M | Sell |
243,096
-8,985
| -4% | -$177K | 0.47% | 53 |
|
|
2018
Q2 | $5.13M | Sell |
252,081
-2,681
| -1% | -$54.6K | 0.55% | 48 |
|
|
2018
Q1 | $5.18M | Sell |
254,762
-1,117
| -0.4% | -$22.7K | 0.54% | 47 |
|
|
2017
Q4 | $6.07M | Hold |
255,879
| – | – | 0.62% | 42 |
|
|
2017
Q3 | $5.78M | Sell |
255,879
-11,566
| -4% | -$261K | 0.62% | 44 |
|
|
2017
Q2 | $6.26M | Sell |
267,445
-1,281
| -0.5% | -$30K | 0.7% | 41 |
|
|
2017
Q1 | $6.25M | Sell |
268,726
-5,586
| -2% | -$130K | 0.71% | 38 |
|
|
2016
Q4 | $5.71M | Buy |
274,312
+559
| +0.2% | +$11.6K | 0.67% | 40 |
|
|
2016
Q3 | $4.67M | Sell |
273,753
-1,117
| -0.4% | -$19K | 0.57% | 49 |
|
|
2016
Q2 | $4.26M | Sell |
274,870
-1,475
| -0.5% | -$22.9K | 0.52% | 48 |
|
|
2016
Q1 | $4.28M | Sell |
276,345
-22,901
| -8% | -$355K | 0.53% | 49 |
|
|
2015
Q4 | $4.66M | Buy |
299,246
+20,890
| +8% | +$325K | 0.61% | 43 |
|
|
2015
Q3 | $5.05M | Buy |
278,356
+166,899
| +150% | +$3.03M | 0.67% | 43 |
|
|
2015
Q2 | $2.42M | Buy |
111,457
+3,351
| +3% | +$72.8K | 0.29% | 71 |
|
|
2015
Q1 | $2.16M | Buy |
108,106
+2,063
| +2% | +$41.2K | 0.25% | 71 |
|
|
2014
Q4 | $2.13M | Buy |
106,043
+13,992
| +15% | +$281K | 0.25% | 73 |
|
|
2014
Q3 | $1.96M | Buy |
92,051
+31,950
| +53% | +$682K | 0.24% | 75 |
|
|
2014
Q2 | $1.41M | Hold |
60,101
| – | – | 0.17% | 85 |
|
|
2014
Q1 | $1.51M | Hold |
60,101
| – | – | 0.2% | 83 |
|
|
2013
Q4 | $1.53M | Hold |
60,101
| – | – | 0.2% | 81 |
|
|
2013
Q3 | $1.47M | Sell |
60,101
-1,118
| -2% | -$27.3K | 0.2% | 79 |
|
|
2013
Q2 | $1.44M | Buy |
+61,219
| New | +$1.44M | 0.21% | 77 |
|