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