LPL Financial’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 | $19.5M | Buy |
357,348
+10,466
| +3% | +$572K | 0.01% | 1269 |
|
|
2025
Q1 | $18.6M | Sell |
346,882
-28,649
| -8% | -$1.53M | 0.01% | 1189 |
|
|
2024
Q4 | $29.4M | Buy |
375,531
+261,061
| +228% | +$20.5M | 0.01% | 881 |
|
|
2024
Q3 | $7.05M | Buy |
114,470
+7,966
| +7% | +$490K | ﹤0.01% | 1716 |
|
|
2024
Q2 | $5.3M | Sell |
106,504
-4,962
| -4% | -$247K | ﹤0.01% | 1790 |
|
|
2024
Q1 | $4.92M | Buy |
111,466
+286
| +0.3% | +$12.6K | ﹤0.01% | 1790 |
|
|
2023
Q4 | $4.49M | Buy |
111,180
+8,693
| +8% | +$351K | ﹤0.01% | 1748 |
|
|
2023
Q3 | $3.75M | Buy |
102,487
+395
| +0.4% | +$14.5K | ﹤0.01% | 1763 |
|
|
2023
Q2 | $3.39M | Buy |
102,092
+8,232
| +9% | +$273K | ﹤0.01% | 1819 |
|
|
2023
Q1 | $2.98M | Buy |
93,860
+62,388
| +198% | +$1.98M | ﹤0.01% | 1841 |
|
|
2022
Q4 | $1.03M | Buy |
31,472
+1,429
| +5% | +$46.8K | ﹤0.01% | 2612 |
|
|
2022
Q3 | $847K | Buy |
30,043
+1,842
| +7% | +$51.9K | ﹤0.01% | 2664 |
|
|
2022
Q2 | $745K | Sell |
28,201
-2,280
| -7% | -$60.2K | ﹤0.01% | 2834 |
|
|
2022
Q1 | $957K | Sell |
30,481
-237,637
| -89% | -$7.46M | ﹤0.01% | 2641 |
|
|
2021
Q4 | $9.95M | Sell |
268,118
-3,503
| -1% | -$130K | 0.01% | 1021 |
|
|
2021
Q3 | $9.64M | Buy |
271,621
+13,937
| +5% | +$495K | 0.01% | 984 |
|
|
2021
Q2 | $8.43M | Buy |
257,684
+12,413
| +5% | +$406K | 0.01% | 1009 |
|
|
2021
Q1 | $7.06M | Buy |
245,271
+233,929
| +2,063% | +$6.73M | 0.01% | 1016 |
|
|
2020
Q4 | $267K | Sell |
11,342
-240
| -2% | -$5.65K | ﹤0.01% | 3288 |
|
|
2020
Q3 | $199K | Buy |
11,582
+619
| +6% | +$10.6K | ﹤0.01% | 3188 |
|
|
2020
Q2 | $163K | Sell |
10,963
-2,349
| -18% | -$34.9K | ﹤0.01% | 3153 |
|
|
2020
Q1 | $174K | Buy |
+13,312
| New | +$174K | ﹤0.01% | 2853 |
|
|
2019
Q3 | – | Sell |
-11,811
| Closed | -$203K | – | 3322 |
|
|
2019
Q2 | $203K | Buy |
+11,811
| New | +$203K | ﹤0.01% | 3000 |
|
|
2019
Q1 | – | Sell |
-14,829
| Closed | -$230K | – | 3195 |
|
|
2018
Q4 | $230K | Sell |
14,829
-3,423
| -19% | -$53.1K | ﹤0.01% | 2684 |
|
|
2018
Q3 | $359K | Buy |
18,252
+3,476
| +24% | +$68.4K | ﹤0.01% | 2510 |
|
|
2018
Q2 | $301K | Buy |
14,776
+1,324
| +10% | +$27K | ﹤0.01% | 2630 |
|
|
2018
Q1 | $274K | Sell |
13,452
-12,597
| -48% | -$257K | ﹤0.01% | 2682 |
|
|
2017
Q4 | $618K | Sell |
26,049
-7,084
| -21% | -$168K | ﹤0.01% | 1861 |
|
|
2017
Q3 | $749K | Sell |
33,133
-11,597
| -26% | -$262K | ﹤0.01% | 1633 |
|
|
2017
Q2 | $1.05M | Sell |
44,730
-766
| -2% | -$17.9K | ﹤0.01% | 1339 |
|
|
2017
Q1 | $1.06M | Sell |
45,496
-3,097
| -6% | -$72.1K | 0.01% | 1221 |
|
|
2016
Q4 | $1.01M | Sell |
48,593
-2,765
| -5% | -$57.7K | 0.01% | 1208 |
|
|
2016
Q3 | $867K | Sell |
51,358
-944
| -2% | -$15.9K | 0.01% | 1307 |
|
|
2016
Q2 | $807K | Sell |
52,302
-11,952
| -19% | -$184K | 0.01% | 1312 |
|
|
2016
Q1 | $919K | Sell |
64,254
-42,083
| -40% | -$602K | ﹤0.01% | 1731 |
|
|
2015
Q4 | $1.62M | Buy |
106,337
+41,051
| +63% | +$627K | ﹤0.01% | 1313 |
|
|
2015
Q3 | $1.17M | Sell |
65,286
-11,963
| -15% | -$215K | 0.01% | 1145 |
|
|
2015
Q2 | $1.69M | Buy |
77,249
+47,165
| +157% | +$1.03M | 0.01% | 1010 |
|
|
2015
Q1 | $601K | Buy |
30,084
+14,989
| +99% | +$299K | ﹤0.01% | 1723 |
|
|
2014
Q4 | $303K | Buy |
15,095
+3,804
| +34% | +$76.4K | ﹤0.01% | 2145 |
|
|
2014
Q3 | $237K | Buy |
11,291
+1,993
| +21% | +$41.8K | ﹤0.01% | 2336 |
|
|
2014
Q2 | $218K | Sell |
9,298
-226
| -2% | -$5.3K | ﹤0.01% | 2422 |
|
|
2014
Q1 | $239K | Sell |
9,524
-23,570
| -71% | -$591K | ﹤0.01% | 2304 |
|
|
2013
Q4 | $840K | Sell |
33,094
-23,532
| -42% | -$597K | 0.01% | 1357 |
|
|
2013
Q3 | $1.45M | Sell |
56,626
-1,690
| -3% | -$43.2K | 0.01% | 977 |
|
|
2013
Q2 | $1.37M | Buy |
+58,316
| New | +$1.37M | 0.01% | 932 |
|