North Star Investment 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 | $13.1K | Hold |
240
| – | – | ﹤0.01% | 849 |
|
|
2025
Q1 | $12.9K | Hold |
240
| – | – | ﹤0.01% | 814 |
|
|
2024
Q4 | $18.8K | Sell |
240
-80
| -25% | -$6.27K | ﹤0.01% | 770 |
|
|
2024
Q3 | $19.7K | Sell |
320
-40
| -11% | -$2.46K | ﹤0.01% | 728 |
|
|
2024
Q2 | $17.9K | Sell |
360
-50
| -12% | -$2.49K | ﹤0.01% | 736 |
|
|
2024
Q1 | $18.1K | Sell |
410
-50
| -11% | -$2.21K | ﹤0.01% | 762 |
|
|
2023
Q4 | $18.6K | Hold |
460
| – | – | ﹤0.01% | 730 |
|
|
2023
Q3 | $16.9K | Hold |
460
| – | – | ﹤0.01% | 751 |
|
|
2023
Q2 | $15.3K | Hold |
460
| – | – | ﹤0.01% | 776 |
|
|
2023
Q1 | $14.6K | Sell |
460
-63
| -12% | -$2K | ﹤0.01% | 805 |
|
|
2022
Q4 | $17.1K | Hold |
523
| – | – | ﹤0.01% | 763 |
|
|
2022
Q3 | $15K | Hold |
523
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $14K | Hold |
523
| – | – | ﹤0.01% | 764 |
|
|
2022
Q1 | $16K | Hold |
523
| – | – | ﹤0.01% | 782 |
|
|
2021
Q4 | $19K | Hold |
523
| – | – | ﹤0.01% | 778 |
|
|
2021
Q3 | $19K | Hold |
523
| – | – | ﹤0.01% | 750 |
|
|
2021
Q2 | $17K | Hold |
523
| – | – | ﹤0.01% | 759 |
|
|
2021
Q1 | $15K | Hold |
523
| – | – | ﹤0.01% | 731 |
|
|
2020
Q4 | $12K | Hold |
523
| – | – | ﹤0.01% | 750 |
|
|
2020
Q3 | $9K | Hold |
523
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $8K | Hold |
523
| – | – | ﹤0.01% | 756 |
|
|
2020
Q1 | $7K | Sell |
523
-1,020
| -66% | -$13.7K | ﹤0.01% | 773 |
|
|
2019
Q4 | $32K | Hold |
1,543
| – | – | ﹤0.01% | 636 |
|
|
2019
Q3 | $27K | Buy |
+1,543
| New | +$27K | ﹤0.01% | 664 |
|
|
2019
Q2 | – | Sell |
-1,648
| Closed | -$28K | – | 669 |
|
|
2019
Q1 | $28K | Hold |
1,648
| – | – | ﹤0.01% | 664 |
|
|
2018
Q4 | $26K | Hold |
1,648
| – | – | ﹤0.01% | 642 |
|
|
2018
Q3 | $32K | Hold |
1,648
| – | – | ﹤0.01% | 648 |
|
|
2018
Q2 | $34K | Hold |
1,648
| – | – | ﹤0.01% | 638 |
|
|
2018
Q1 | $34K | Hold |
1,648
| – | – | ﹤0.01% | 630 |
|
|
2017
Q4 | $39K | Hold |
1,648
| – | – | ﹤0.01% | 587 |
|
|
2017
Q3 | $37K | Hold |
1,648
| – | – | ﹤0.01% | 591 |
|
|
2017
Q2 | $39K | Hold |
1,648
| – | – | 0.01% | 588 |
|
|
2017
Q1 | $38K | Hold |
1,648
| – | – | 0.01% | 569 |
|
|
2016
Q4 | $34K | Hold |
1,648
| – | – | 0.01% | 551 |
|
|
2016
Q3 | $28K | Hold |
1,648
| – | – | 0.01% | 483 |
|
|
2016
Q2 | $26K | Hold |
1,648
| – | – | ﹤0.01% | 493 |
|
|
2016
Q1 | $24K | Hold |
1,648
| – | – | ﹤0.01% | 481 |
|
|
2015
Q4 | $26K | Sell |
1,648
-6,334
| -79% | -$99.9K | 0.01% | 468 |
|
|
2015
Q3 | $145K | Buy |
7,982
+168
| +2% | +$3.05K | 0.03% | 302 |
|
|
2015
Q2 | $170K | Buy |
7,814
+391
| +5% | +$8.51K | 0.03% | 290 |
|
|
2015
Q1 | $148K | Hold |
7,423
| – | – | 0.03% | 297 |
|
|
2014
Q4 | $149K | Hold |
7,423
| – | – | 0.03% | 293 |
|
|
2014
Q3 | $158K | Hold |
7,423
| – | – | 0.03% | 276 |
|
|
2014
Q2 | $174K | Hold |
7,423
| – | – | 0.03% | 276 |
|
|
2014
Q1 | $186K | Buy |
+7,423
| New | +$186K | 0.04% | 274 |
|