NorthCrest Asset Manangement’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 | $1.04M | Buy |
18,342
+466
| +3% | +$26.5K | 0.03% | 299 |
|
|
2025
Q1 | $958K | Buy |
17,876
+26
| +0.1% | +$1.39K | 0.03% | 301 |
|
|
2024
Q4 | $1.4M | Hold |
17,850
| – | – | 0.04% | 251 |
|
|
2024
Q3 | $1.1M | Hold |
17,850
| – | – | 0.03% | 266 |
|
|
2024
Q2 | $888K | Hold |
17,850
| – | – | 0.03% | 287 |
|
|
2024
Q1 | $787K | Sell |
17,850
-850
| -5% | -$37.5K | 0.03% | 303 |
|
|
2023
Q4 | $756K | Hold |
18,700
| – | – | 0.03% | 303 |
|
|
2023
Q3 | $685K | Hold |
18,700
| – | – | 0.03% | 303 |
|
|
2023
Q2 | $620K | Hold |
18,700
| – | – | 0.02% | 321 |
|
|
2023
Q1 | $594K | Buy |
18,700
+1,127
| +6% | +$35.8K | 0.02% | 333 |
|
|
2022
Q4 | $576K | Buy |
17,573
+523
| +3% | +$17.1K | 0.03% | 255 |
|
|
2022
Q3 | $481K | Hold |
17,050
| – | – | 0.03% | 308 |
|
|
2022
Q2 | $450K | Hold |
17,050
| – | – | 0.02% | 319 |
|
|
2022
Q1 | $535K | Buy |
17,050
+366
| +2% | +$11.5K | 0.03% | 286 |
|
|
2021
Q4 | $619K | Buy |
+16,684
| New | +$619K | 0.03% | 283 |
|