Morgan Stanley’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 | $158M | Buy |
2,880,295
+540,974
| +23% | +$29.6M | 0.01% | 1012 |
|
2025
Q1 | $125M | Sell |
2,339,321
-430,338
| -16% | -$23.1M | 0.01% | 1091 |
|
2024
Q4 | $217M | Buy |
2,769,659
+853,565
| +45% | +$66.9M | 0.02% | 794 |
|
2024
Q3 | $118M | Buy |
1,916,094
+210,699
| +12% | +$13M | 0.01% | 1122 |
|
2024
Q2 | $84.9M | Sell |
1,705,395
-117,019
| -6% | -$5.82M | 0.01% | 1300 |
|
2024
Q1 | $80.4M | Sell |
1,822,414
-1,108,176
| -38% | -$48.9M | 0.01% | 1344 |
|
2023
Q4 | $118M | Buy |
2,930,590
+1,565,471
| +115% | +$63.3M | 0.01% | 1555 |
|
2023
Q3 | $50M | Buy |
1,365,119
+82,869
| +6% | +$3.04M | 0.01% | 1579 |
|
2023
Q2 | $42.5M | Sell |
1,282,250
-326,344
| -20% | -$10.8M | ﹤0.01% | 1719 |
|
2023
Q1 | $51.1M | Buy |
1,608,594
+220,211
| +16% | +$6.99M | 0.01% | 1524 |
|
2022
Q4 | $45.5M | Buy |
1,388,383
+289,304
| +26% | +$9.48M | 0.01% | 1576 |
|
2022
Q3 | $31M | Sell |
1,099,079
-170,122
| -13% | -$4.8M | ﹤0.01% | 1739 |
|
2022
Q2 | $33.5M | Buy |
1,269,201
+329,761
| +35% | +$8.71M | ﹤0.01% | 1725 |
|
2022
Q1 | $29.5M | Buy |
939,440
+282,731
| +43% | +$8.88M | ﹤0.01% | 1721 |
|
2021
Q4 | $24.4M | Buy |
656,709
+14,675
| +2% | +$544K | ﹤0.01% | 1959 |
|
2021
Q3 | $22.8M | Sell |
642,034
-120,710
| -16% | -$4.28M | ﹤0.01% | 1955 |
|
2021
Q2 | $24.9M | Sell |
762,744
-1,226,108
| -62% | -$40.1M | ﹤0.01% | 1917 |
|
2021
Q1 | $57.2M | Buy |
1,988,852
+1,352,114
| +212% | +$38.9M | 0.01% | 1082 |
|
2020
Q4 | $15M | Buy |
636,738
+269,722
| +73% | +$6.34M | ﹤0.01% | 2091 |
|
2020
Q3 | $6.32M | Sell |
367,016
-600,456
| -62% | -$10.3M | ﹤0.01% | 2489 |
|
2020
Q2 | $14.4M | Buy |
967,472
+619,690
| +178% | +$9.21M | ﹤0.01% | 1653 |
|
2020
Q1 | $4.55M | Sell |
347,782
-221,967
| -39% | -$2.9M | ﹤0.01% | 2558 |
|
2019
Q4 | $11.6M | Buy |
569,749
+371,318
| +187% | +$7.59M | ﹤0.01% | 2248 |
|
2019
Q3 | $3.49M | Sell |
198,431
-272,797
| -58% | -$4.8M | ﹤0.01% | 3272 |
|
2019
Q2 | $8.11M | Buy |
471,228
+29,623
| +7% | +$510K | ﹤0.01% | 2385 |
|
2019
Q1 | $7.43M | Sell |
441,605
-322,933
| -42% | -$5.43M | ﹤0.01% | 2331 |
|
2018
Q4 | $11.9M | Buy |
764,538
+103,874
| +16% | +$1.61M | ﹤0.01% | 1935 |
|
2018
Q3 | $13M | Sell |
660,664
-170,503
| -21% | -$3.35M | ﹤0.01% | 2141 |
|
2018
Q2 | $16.9M | Buy |
831,167
+68,693
| +9% | +$1.4M | ﹤0.01% | 1801 |
|
2018
Q1 | $15.5M | Sell |
762,474
-281,708
| -27% | -$5.73M | ﹤0.01% | 1914 |
|
2017
Q4 | $24.8M | Sell |
1,044,182
-125,566
| -11% | -$2.98M | 0.01% | 1483 |
|
2017
Q3 | $26.4M | Buy |
1,169,748
+64,211
| +6% | +$1.45M | 0.01% | 1359 |
|
2017
Q2 | $25.9M | Sell |
1,105,537
-187,067
| -14% | -$4.38M | 0.01% | 1317 |
|
2017
Q1 | $30.1M | Buy |
1,292,604
+479,944
| +59% | +$11.2M | 0.01% | 1238 |
|
2016
Q4 | $16.9M | Sell |
812,660
-851,211
| -51% | -$17.7M | 0.01% | 1692 |
|
2016
Q3 | $28.4M | Buy |
1,663,871
+1,353,228
| +436% | +$23.1M | 0.01% | 1198 |
|
2016
Q2 | $4.82M | Sell |
310,643
-970,058
| -76% | -$15M | ﹤0.01% | 2638 |
|
2016
Q1 | $18.5M | Sell |
1,280,701
-122,082
| -9% | -$1.77M | 0.01% | 1360 |
|
2015
Q4 | $21.8M | Buy |
1,402,783
+257,766
| +23% | +$4.01M | 0.01% | 1336 |
|
2015
Q3 | $20.8M | Buy |
1,145,017
+540,916
| +90% | +$9.81M | 0.01% | 1338 |
|
2015
Q2 | $13.1M | Sell |
604,101
-353,436
| -37% | -$7.68M | ﹤0.01% | 1844 |
|
2015
Q1 | $19.1M | Sell |
957,537
-422,478
| -31% | -$8.43M | 0.01% | 1502 |
|
2014
Q4 | $27.7M | Buy |
1,380,015
+215,950
| +19% | +$4.33M | 0.01% | 1216 |
|
2014
Q3 | $24.8M | Sell |
1,164,065
-54,657
| -4% | -$1.17M | 0.01% | 1267 |
|
2014
Q2 | $28.6M | Sell |
1,218,722
-435,825
| -26% | -$10.2M | 0.01% | 1150 |
|
2014
Q1 | $41.5M | Buy |
1,654,547
+326,744
| +25% | +$8.19M | 0.02% | 853 |
|
2013
Q4 | $33.7M | Buy |
1,327,803
+76,551
| +6% | +$1.94M | 0.01% | 968 |
|
2013
Q3 | $30.5M | Sell |
1,251,252
-1,017,891
| -45% | -$24.8M | 0.01% | 943 |
|
2013
Q2 | $53.3M | Buy |
+2,269,143
| New | +$53.3M | 0.03% | 613 |
|