Moody Aldrich Partners’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 | $219K | Sell |
4,008
-66
| -2% | -$3.61K | 0.04% | 172 |
|
|
2025
Q1 | $218K | Sell |
4,074
-1,587
| -28% | -$85K | 0.05% | 160 |
|
|
2024
Q4 | $444K | Sell |
5,661
-28
| -0.5% | -$2.2K | 0.08% | 138 |
|
|
2024
Q3 | $350K | Buy |
+5,689
| New | +$350K | 0.06% | 149 |
|
|
2024
Q1 | – | Sell |
-61,978
| Closed | -$2.5M | – | 229 |
|
|
2023
Q4 | $2.5M | Hold |
61,978
| – | – | 0.45% | 82 |
|
|
2023
Q3 | $2.27M | Hold |
61,978
| – | – | 0.43% | 80 |
|
|
2023
Q2 | $2.06M | Buy |
61,978
+18,666
| +43% | +$619K | 0.4% | 91 |
|
|
2023
Q1 | $1.37M | Buy |
43,312
+13,246
| +44% | +$420K | 0.28% | 107 |
|
|
2022
Q4 | $985K | Buy |
+30,066
| New | +$985K | 0.2% | 117 |
|
|
2022
Q3 | – | Sell |
-13,491
| Closed | -$356K | – | 165 |
|
|
2022
Q2 | $356K | Sell |
13,491
-136
| -1% | -$3.59K | 0.07% | 124 |
|
|
2022
Q1 | $428K | Buy |
13,627
+3,331
| +32% | +$105K | 0.06% | 123 |
|
|
2021
Q4 | $382K | Sell |
10,296
-136
| -1% | -$5.05K | 0.05% | 131 |
|
|
2021
Q3 | $370K | Sell |
10,432
-8
| -0.1% | -$284 | 0.05% | 141 |
|
|
2021
Q2 | $341K | Sell |
10,440
-152
| -1% | -$4.97K | 0.05% | 144 |
|
|
2021
Q1 | $305K | Buy |
+10,592
| New | +$305K | 0.04% | 156 |
|