Monetary Management Group’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 | $454K | Hold |
8,300
| – | – | 0.11% | 149 |
|
|
2025
Q1 | $445K | Sell |
8,300
-2,100
| -20% | -$112K | 0.12% | 147 |
|
|
2024
Q4 | $815K | Hold |
10,400
| – | – | 0.21% | 95 |
|
|
2024
Q3 | $640K | Buy |
10,400
+3,000
| +41% | +$185K | 0.16% | 124 |
|
|
2024
Q2 | $368K | Hold |
7,400
| – | – | 0.1% | 158 |
|
|
2024
Q1 | $326K | Hold |
7,400
| – | – | 0.09% | 167 |
|
|
2023
Q4 | $299K | Buy |
7,400
+1,600
| +28% | +$64.7K | 0.09% | 171 |
|
|
2023
Q3 | $212K | Buy |
5,800
+2,600
| +81% | +$95.2K | 0.07% | 185 |
|
|
2023
Q2 | $106K | Hold |
3,200
| – | – | 0.03% | 219 |
|
|
2023
Q1 | $102K | Sell |
3,200
-147
| -4% | -$4.67K | 0.03% | 217 |
|
|
2022
Q4 | $110K | Hold |
3,347
| – | – | 0.03% | 218 |
|
|
2022
Q3 | $94K | Hold |
3,347
| – | – | 0.03% | 220 |
|
|
2022
Q2 | $88K | Sell |
3,347
-3,452
| -51% | -$90.8K | 0.03% | 219 |
|
|
2022
Q1 | $214K | Sell |
6,799
-3,033
| -31% | -$95.5K | 0.06% | 186 |
|
|
2021
Q4 | $365K | Sell |
9,832
-4,394
| -31% | -$163K | 0.09% | 153 |
|
|
2021
Q3 | $505K | Sell |
14,226
-1,046
| -7% | -$37.1K | 0.14% | 122 |
|
|
2021
Q2 | $499K | Hold |
15,272
| – | – | 0.15% | 116 |
|
|
2021
Q1 | $439K | Buy |
15,272
+2,302
| +18% | +$66.2K | 0.14% | 123 |
|
|
2020
Q4 | $305K | Hold |
12,970
| – | – | 0.1% | 140 |
|
|
2020
Q3 | $223K | Hold |
12,970
| – | – | 0.08% | 147 |
|
|
2020
Q2 | $193K | Buy |
12,970
+9,937
| +328% | +$148K | 0.07% | 145 |
|
|
2020
Q1 | $40K | Sell |
3,033
-8,473
| -74% | -$112K | 0.02% | 206 |
|
|
2019
Q4 | $235K | Hold |
11,506
| – | – | 0.09% | 151 |
|
|
2019
Q3 | $202K | Buy |
11,506
+5,920
| +106% | +$104K | 0.08% | 159 |
|
|
2019
Q2 | $96K | Buy |
+5,586
| New | +$96K | 0.04% | 199 |
|
|
2015
Q2 | – | Sell |
-5,586
| Closed | -$111K | – | 348 |
|
|
2015
Q1 | $111K | Hold |
5,586
| – | – | 0.05% | 193 |
|
|
2014
Q4 | $112K | Hold |
5,586
| – | – | 0.05% | 192 |
|
|
2014
Q3 | $119K | Sell |
5,586
-1,117
| -17% | -$23.8K | 0.06% | 193 |
|
|
2014
Q2 | $157K | Sell |
6,703
-1,117
| -14% | -$26.2K | 0.07% | 174 |
|
|
2014
Q1 | $196K | Hold |
7,820
| – | – | 0.09% | 152 |
|
|
2013
Q4 | $198K | Hold |
7,820
| – | – | 0.09% | 149 |
|
|
2013
Q3 | $191K | Sell |
7,820
-2,234
| -22% | -$54.6K | 0.1% | 148 |
|
|
2013
Q2 | $235K | Buy |
+10,054
| New | +$235K | 0.13% | 143 |
|