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