Nisa Investment Advisors’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 | $3.97M | Hold |
72,552
| – | – | 0.02% | 458 |
|
|
2025
Q1 | $3.89M | Sell |
72,552
-3,300
| -4% | -$177K | 0.02% | 470 |
|
|
2024
Q4 | $5.95M | Sell |
75,852
-500
| -0.7% | -$39.2K | 0.02% | 406 |
|
|
2024
Q3 | $4.7M | Hold |
76,352
| – | – | 0.03% | 447 |
|
|
2024
Q2 | $3.8M | Sell |
76,352
-5,400
| -7% | -$269K | 0.02% | 502 |
|
|
2024
Q1 | $3.61M | Sell |
81,752
-148,292
| -64% | -$6.54M | 0.02% | 537 |
|
|
2023
Q4 | $9.3M | Buy |
230,044
+64,524
| +39% | +$2.61M | 0.07% | 266 |
|
|
2023
Q3 | $6.06M | Buy |
165,520
+89,168
| +117% | +$3.27M | 0.05% | 347 |
|
|
2023
Q2 | $2.53M | Sell |
76,352
-500
| -0.7% | -$16.6K | 0.02% | 611 |
|
|
2023
Q1 | $2.44M | Sell |
76,852
-6,834
| -8% | -$217K | 0.02% | 612 |
|
|
2022
Q4 | $2.74M | Sell |
83,686
-9,414
| -10% | -$309K | 0.02% | 633 |
|
|
2022
Q3 | $2.67M | Buy |
93,100
+14,686
| +19% | +$421K | 0.02% | 547 |
|
|
2022
Q2 | $2.07M | Hold |
78,414
| – | – | 0.02% | 631 |
|
|
2022
Q1 | $2.46M | Sell |
78,414
-4,184
| -5% | -$131K | 0.02% | 617 |
|
|
2021
Q4 | $2.89M | Hold |
82,598
| – | – | 0.02% | 538 |
|
|
2021
Q3 | $2.93K | Buy |
82,598
+3,138
| +4% | +$111 | 0.02% | 602 |
|
|
2021
Q2 | $2.6K | Sell |
79,460
-14,854
| -16% | -$486 | 0.02% | 651 |
|
|
2021
Q1 | $2.71K | Buy |
94,314
+7,322
| +8% | +$211 | 0.02% | 637 |
|
|
2020
Q4 | $2.05M | Hold |
86,992
| – | – | 0.01% | 687 |
|
|
2020
Q3 | $1.5M | Buy |
86,992
+1,569
| +2% | +$27K | 0.01% | 683 |
|
|
2020
Q2 | $1.27M | Sell |
85,423
-75,580
| -47% | -$1.12M | 0.01% | 707 |
|
|
2020
Q1 | $2.1M | Buy |
161,003
+33,605
| +26% | +$439K | 0.02% | 518 |
|
|
2019
Q4 | $2.6M | Sell |
127,398
-2,824
| -2% | -$57.7K | 0.02% | 552 |
|
|
2019
Q3 | $2.29M | Sell |
130,222
-8,855
| -6% | -$156K | 0.02% | 587 |
|
|
2019
Q2 | $2.39M | Sell |
139,077
-41,226
| -23% | -$710K | 0.02% | 569 |
|
|
2019
Q1 | $3.03M | Buy |
180,303
+49,158
| +37% | +$827K | 0.03% | 494 |
|
|
2018
Q4 | $2.04M | Buy |
131,145
+2,647
| +2% | +$41.1K | 0.02% | 567 |
|
|
2018
Q3 | $2.53M | Sell |
128,498
-3,574
| -3% | -$70.3K | 0.02% | 572 |
|
|
2018
Q2 | $2.69M | Sell |
132,072
-24,907
| -16% | -$507K | 0.03% | 515 |
|
|
2018
Q1 | $3.2M | Sell |
156,979
-13,374
| -8% | -$273K | 0.03% | 467 |
|
|
2017
Q4 | $4.04M | Sell |
170,353
-43,872
| -20% | -$1.04M | 0.04% | 395 |
|
|
2017
Q3 | $4.84M | Buy |
214,225
+16,278
| +8% | +$368K | 0.05% | 338 |
|
|
2017
Q2 | $4.59M | Buy |
197,947
+41,623
| +27% | +$965K | 0.05% | 343 |
|
|
2017
Q1 | $3.64M | Sell |
156,324
-17
| -0% | -$396 | 0.04% | 405 |
|
|
2016
Q4 | $3.25M | Hold |
156,341
| – | – | 0.04% | 435 |
|
|
2016
Q3 | $2.67M | Hold |
156,341
| – | – | 0.03% | 476 |
|
|
2016
Q2 | $2.43M | Buy |
156,341
+18,913
| +14% | +$293K | 0.03% | 500 |
|
|
2016
Q1 | $1.99M | Buy |
137,428
+9,160
| +7% | +$133K | 0.03% | 545 |
|
|
2015
Q4 | $2M | Sell |
128,268
-17,203
| -12% | -$268K | 0.03% | 537 |
|
|
2015
Q3 | $2.64M | Sell |
145,471
-9,496
| -6% | -$172K | 0.04% | 445 |
|
|
2015
Q2 | $3.37M | Hold |
154,967
| – | – | 0.05% | 386 |
|
|
2015
Q1 | $3.09M | Buy |
154,967
+6,033
| +4% | +$120K | 0.04% | 428 |
|
|
2014
Q4 | $2.99M | Buy |
148,934
+1,329
| +0.9% | +$26.7K | 0.04% | 442 |
|
|
2014
Q3 | $3.15M | Buy |
147,605
+8,937
| +6% | +$191K | 0.04% | 407 |
|
|
2014
Q2 | $3.26M | Sell |
138,668
-5,586
| -4% | -$131K | 0.05% | 393 |
|
|
2014
Q1 | $3.62M | Hold |
144,254
| – | – | 0.05% | 361 |
|
|
2013
Q4 | $3.66M | Buy |
144,254
+112
| +0.1% | +$2.84K | 0.05% | 360 |
|
|
2013
Q3 | $3.52M | Hold |
144,142
| – | – | 0.05% | 350 |
|
|
2013
Q2 | $3.38M | Buy |
+144,142
| New | +$3.38M | 0.05% | 344 |
|