Mutual of America Capital 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 | $4.43M | Sell |
81,031
-2,766
| -3% | -$151K | 0.05% | 483 |
|
|
2025
Q1 | $4.49M | Sell |
83,797
-1,960
| -2% | -$105K | 0.05% | 465 |
|
|
2024
Q4 | $6.72M | Sell |
85,757
-1,980
| -2% | -$155K | 0.07% | 317 |
|
|
2024
Q3 | $5.4M | Sell |
87,737
-9,388
| -10% | -$578K | 0.06% | 422 |
|
|
2024
Q2 | $4.83M | Sell |
97,125
-3,898
| -4% | -$194K | 0.05% | 463 |
|
|
2024
Q1 | $4.46M | Sell |
101,023
-3,290
| -3% | -$145K | 0.05% | 533 |
|
|
2023
Q4 | $4.22M | Sell |
104,313
-10,757
| -9% | -$435K | 0.05% | 549 |
|
|
2023
Q3 | $4.22M | Sell |
115,070
-20,664
| -15% | -$757K | 0.05% | 498 |
|
|
2023
Q2 | $4.5M | Sell |
135,734
-9,956
| -7% | -$330K | 0.05% | 518 |
|
|
2023
Q1 | $4.62M | Sell |
145,690
-11,816
| -8% | -$375K | 0.05% | 509 |
|
|
2022
Q4 | $5.16M | Buy |
157,506
+1,173
| +0.8% | +$38.4K | 0.06% | 434 |
|
|
2022
Q3 | $4.41M | Sell |
156,333
-11,269
| -7% | -$318K | 0.06% | 468 |
|
|
2022
Q2 | $4.43M | Sell |
167,602
-16,946
| -9% | -$448K | 0.06% | 494 |
|
|
2022
Q1 | $5.8M | Buy |
184,548
+751
| +0.4% | +$23.6K | 0.06% | 459 |
|
|
2021
Q4 | $6.82M | Buy |
183,797
+1,485
| +0.8% | +$55.1K | 0.07% | 399 |
|
|
2021
Q3 | $6.47M | Sell |
182,312
-2,900
| -2% | -$103K | 0.06% | 389 |
|
|
2021
Q2 | $6.06M | Sell |
185,212
-7,120
| -4% | -$233K | 0.06% | 417 |
|
|
2021
Q1 | $5.54M | Sell |
192,332
-11,663
| -6% | -$336K | 0.06% | 440 |
|
|
2020
Q4 | $4.8M | Sell |
203,995
-7,504
| -4% | -$176K | 0.05% | 473 |
|
|
2020
Q3 | $3.64M | Sell |
211,499
-12,030
| -5% | -$207K | 0.05% | 518 |
|
|
2020
Q2 | $3.32M | Sell |
223,529
-9,309
| -4% | -$138K | 0.05% | 557 |
|
|
2020
Q1 | $3.04M | Sell |
232,838
-5,903
| -2% | -$77.1K | 0.05% | 496 |
|
|
2019
Q4 | $4.88M | Buy |
238,741
+2,969
| +1% | +$60.7K | 0.06% | 444 |
|
|
2019
Q3 | $4.15M | Buy |
235,772
+197,806
| +521% | +$3.48M | 0.06% | 503 |
|
|
2019
Q2 | $654K | Sell |
37,966
-1,345
| -3% | -$23.2K | 0.01% | 1120 |
|
|
2019
Q1 | $661K | Sell |
39,311
-2,112
| -5% | -$35.5K | 0.01% | 1114 |
|
|
2018
Q4 | $644K | Sell |
41,423
-542
| -1% | -$8.43K | 0.01% | 1104 |
|
|
2018
Q3 | $825K | Sell |
41,965
-1,743
| -4% | -$34.3K | 0.01% | 1108 |
|
|
2018
Q2 | $890K | Sell |
43,708
-1,062
| -2% | -$21.6K | 0.01% | 1110 |
|
|
2018
Q1 | $911K | Sell |
44,770
-5,345
| -11% | -$109K | 0.01% | 1086 |
|
|
2017
Q4 | $1.19M | Buy |
50,115
+11,653
| +30% | +$276K | 0.02% | 1042 |
|
|
2017
Q3 | $869K | Sell |
38,462
-5,266
| -12% | -$119K | 0.01% | 1083 |
|
|
2017
Q2 | $1.02M | Buy |
43,728
+1,935
| +5% | +$45.3K | 0.02% | 1057 |
|
|
2017
Q1 | $973K | Sell |
41,793
-1,900
| -4% | -$44.2K | 0.02% | 1064 |
|
|
2016
Q4 | $909K | Buy |
43,693
+5,564
| +15% | +$116K | 0.02% | 1047 |
|
|
2016
Q3 | $650K | Sell |
38,129
-5,757
| -13% | -$98.1K | 0.01% | 1096 |
|
|
2016
Q2 | $681K | Buy |
43,886
+2,341
| +6% | +$36.3K | 0.01% | 1083 |
|
|
2016
Q1 | $601K | Buy |
41,545
+154
| +0.4% | +$2.23K | 0.01% | 1091 |
|
|
2015
Q4 | $644K | Sell |
41,391
-490
| -1% | -$7.62K | 0.01% | 1075 |
|
|
2015
Q3 | $760K | Buy |
41,881
+3,140
| +8% | +$57K | 0.02% | 1054 |
|
|
2015
Q2 | $842K | Buy |
38,741
+406
| +1% | +$8.82K | 0.02% | 1056 |
|
|
2015
Q1 | $765K | Buy |
38,335
+825
| +2% | +$16.5K | 0.02% | 1070 |
|
|
2014
Q4 | $753K | Sell |
37,510
-900
| -2% | -$18.1K | 0.02% | 1069 |
|
|
2014
Q3 | $820K | Buy |
38,410
+1,074
| +3% | +$22.9K | 0.02% | 1041 |
|
|
2014
Q2 | $876K | Sell |
37,336
-72
| -0.2% | -$1.69K | 0.02% | 1040 |
|
|
2014
Q1 | $938K | Sell |
37,408
-8,913
| -19% | -$223K | 0.02% | 1001 |
|
|
2013
Q4 | $1.18M | Buy |
46,321
+8,446
| +22% | +$214K | 0.03% | 914 |
|
|
2013
Q3 | $924K | Buy |
37,875
+3,770
| +11% | +$92K | 0.03% | 947 |
|
|
2013
Q2 | $800K | Buy |
+34,105
| New | +$800K | 0.02% | 959 |
|