Merrion 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 | $11.3M | Sell |
207,314
-4,300
| -2% | -$235K | 7.36% | 2 |
|
|
2025
Q1 | $11.3M | Sell |
211,614
-100
| -0% | -$5.36K | 8.14% | 1 |
|
|
2024
Q4 | $16.6M | Sell |
211,714
-3,000
| -1% | -$235K | 11.55% | 1 |
|
|
2024
Q3 | $13.2M | Buy |
214,714
+400
| +0.2% | +$24.6K | 8.72% | 1 |
|
|
2024
Q2 | $10.7M | Hold |
214,314
| – | – | 7.33% | 4 |
|
|
2024
Q1 | $9.45M | Hold |
214,314
| – | – | 6.75% | 3 |
|
|
2023
Q4 | $8.66M | Hold |
214,314
| – | – | 6.8% | 4 |
|
|
2023
Q3 | $7.85M | Sell |
214,314
-200
| -0.1% | -$7.33K | 6.79% | 4 |
|
|
2023
Q2 | $7.12M | Hold |
214,514
| – | – | 6.03% | 4 |
|
|
2023
Q1 | $6.81M | Sell |
214,514
-12,171
| -5% | -$386K | 6.5% | 3 |
|
|
2022
Q4 | $7.43M | Hold |
226,685
| – | – | 6.92% | 3 |
|
|
2022
Q3 | $6.39M | Buy |
226,685
+2,615
| +1% | +$73.7K | 6.31% | 3 |
|
|
2022
Q2 | $5.92M | Sell |
224,070
-209
| -0.1% | -$5.52K | 5.73% | 3 |
|
|
2022
Q1 | $7.04M | Hold |
224,279
| – | – | 5.15% | 3 |
|
|
2021
Q4 | $8.32M | Hold |
224,279
| – | – | 6.1% | 3 |
|
|
2021
Q3 | $7.96M | Hold |
224,279
| – | – | 6.06% | 4 |
|
|
2021
Q2 | $7.33M | Hold |
224,279
| – | – | 5.56% | 4 |
|
|
2021
Q1 | $6.45M | Sell |
224,279
-5,233
| -2% | -$151K | 5.39% | 4 |
|
|
2020
Q4 | $5.4M | Buy |
+229,512
| New | +$5.4M | 4.56% | 4 |
|