Mercer Global Advisors’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 | $1.69M | Buy |
30,836
+3,990
| +15% | +$218K | ﹤0.01% | 924 |
|
2025
Q1 | $1.44M | Sell |
26,846
-1,412
| -5% | -$75.6K | ﹤0.01% | 958 |
|
2024
Q4 | $2.22M | Sell |
28,258
-6,219
| -18% | -$488K | 0.01% | 791 |
|
2024
Q3 | $2.13M | Sell |
34,477
-495
| -1% | -$30.6K | 0.01% | 765 |
|
2024
Q2 | $1.74M | Buy |
34,972
+1,802
| +5% | +$89.7K | ﹤0.01% | 758 |
|
2024
Q1 | $1.46M | Buy |
33,170
+3,323
| +11% | +$147K | ﹤0.01% | 818 |
|
2023
Q4 | $1.21M | Buy |
29,847
+278
| +0.9% | +$11.2K | ﹤0.01% | 904 |
|
2023
Q3 | $1.08M | Buy |
29,569
+2,236
| +8% | +$81.9K | ﹤0.01% | 913 |
|
2023
Q2 | $907K | Buy |
27,333
+2,900
| +12% | +$96.2K | ﹤0.01% | 973 |
|
2023
Q1 | $776K | Sell |
24,433
-1,544
| -6% | -$49K | ﹤0.01% | 1006 |
|
2022
Q4 | $851K | Sell |
25,977
-3,407
| -12% | -$112K | ﹤0.01% | 981 |
|
2022
Q3 | $829K | Buy |
29,384
+4,115
| +16% | +$116K | ﹤0.01% | 925 |
|
2022
Q2 | $667K | Buy |
25,269
+3,723
| +17% | +$98.3K | ﹤0.01% | 1007 |
|
2022
Q1 | $677K | Buy |
21,546
+4,932
| +30% | +$155K | ﹤0.01% | 1077 |
|
2021
Q4 | $616K | Buy |
16,614
+1,172
| +8% | +$43.5K | ﹤0.01% | 1110 |
|
2021
Q3 | $548K | Buy |
15,442
+3,783
| +32% | +$134K | ﹤0.01% | 1126 |
|
2021
Q2 | $381K | Buy |
+11,659
| New | +$381K | ﹤0.01% | 1273 |
|