MAI Capital 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 | $28.2K | Buy |
516
+285
| +123% | +$15.6K | ﹤0.01% | 2049 |
|
|
2025
Q1 | $12.4K | Buy |
231
+200
| +645% | +$10.7K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $2.43K | Buy |
+31
| New | +$2.43K | ﹤0.01% | 2818 |
|
|
2024
Q3 | – | Sell |
-4,504
| Closed | -$224K | – | 1139 |
|
|
2024
Q2 | $224K | Sell |
4,504
-332
| -7% | -$16.5K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $213K | Buy |
+4,836
| New | +$213K | ﹤0.01% | 1069 |
|
|
2023
Q2 | – | Sell |
-10,428
| Closed | -$331K | – | 1073 |
|
|
2023
Q1 | $331K | Buy |
10,428
+3,943
| +61% | +$125K | 0.01% | 743 |
|
|
2022
Q4 | $213K | Buy |
+6,485
| New | +$213K | ﹤0.01% | 867 |
|