Longfellow Investment Management’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 | $429K | Hold |
7,840
| – | – | 0.11% | 118 |
|
|
2025
Q1 | $420K | Buy |
+7,840
| New | +$420K | 0.1% | 112 |
|
|
2021
Q4 | – | Sell |
-2,225
| Closed | -$79K | – | 408 |
|
|
2021
Q3 | $79K | Hold |
2,225
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $73K | Sell |
2,225
-1,366
| -38% | -$44.8K | 0.01% | 295 |
|
|
2021
Q1 | $104K | Hold |
3,591
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $85K | Buy |
+3,591
| New | +$85K | 0.01% | 330 |
|