NewEdge Wealth’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 | $45M | Buy |
781,548
+278,648
| +55% | +$16M | 0.71% | 30 |
|
|
2025
Q1 | $26.9M | Buy |
502,900
+52,761
| +12% | +$2.83M | 0.49% | 54 |
|
|
2024
Q4 | $35.3M | Buy |
450,139
+27,439
| +6% | +$2.15M | 0.61% | 39 |
|
|
2024
Q3 | $26M | Buy |
422,700
+11,489
| +3% | +$707K | 0.47% | 62 |
|
|
2024
Q2 | $20.5M | Buy |
411,211
+11,686
| +3% | +$581K | 0.44% | 61 |
|
|
2024
Q1 | $17.5M | Buy |
399,525
+43,146
| +12% | +$1.89M | 0.39% | 69 |
|
|
2023
Q4 | $14.4M | Buy |
356,379
+30,539
| +9% | +$1.23M | 0.37% | 77 |
|
|
2023
Q3 | $11.9M | Sell |
325,840
-229,187
| -41% | -$8.4M | 0.38% | 78 |
|
|
2023
Q2 | $18.4M | Buy |
555,027
+30,234
| +6% | +$1M | 0.62% | 42 |
|
|
2023
Q1 | $16.7M | Buy |
524,793
+31,876
| +6% | +$1.01M | 0.63% | 45 |
|
|
2022
Q4 | $16.2M | Buy |
492,917
+27,653
| +6% | +$906K | 0.7% | 40 |
|
|
2022
Q3 | $13.1M | Buy |
465,264
+54,984
| +13% | +$1.55M | 0.62% | 45 |
|
|
2022
Q2 | $10.8M | Buy |
410,280
+16,607
| +4% | +$439K | 0.49% | 54 |
|
|
2022
Q1 | $12.4M | Buy |
393,673
+40,936
| +12% | +$1.29M | 0.55% | 45 |
|
|
2021
Q4 | $13.1M | Sell |
352,737
-878
| -0.2% | -$32.6K | 0.55% | 39 |
|
|
2021
Q3 | $12.6M | Buy |
353,615
+19,017
| +6% | +$675K | 0.75% | 31 |
|
|
2021
Q2 | $10.9M | Buy |
334,598
+40,618
| +14% | +$1.33M | 0.84% | 32 |
|
|
2021
Q1 | $8.46M | Buy |
+293,980
| New | +$8.46M | 0.84% | 29 |
|