Northwestern Mutual Wealth 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 | $415K | Buy |
7,580
+224
| +3% | +$12.3K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $394K | Sell |
7,356
-810
| -10% | -$43.4K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $640K | Buy |
8,166
+1,381
| +20% | +$108K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $418K | Buy |
6,785
+20
| +0.3% | +$1.23K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $337K | Buy |
6,765
+295
| +5% | +$14.7K | ﹤0.01% | 1383 |
|
|
2024
Q1 | $285K | Sell |
6,470
-295
| -4% | -$13K | ﹤0.01% | 1431 |
|
|
2023
Q4 | $273K | Sell |
6,765
-616
| -8% | -$24.9K | ﹤0.01% | 1403 |
|
|
2023
Q3 | $270K | Buy |
7,381
+602
| +9% | +$22.1K | ﹤0.01% | 1358 |
|
|
2023
Q2 | $225K | Sell |
6,779
-144
| -2% | -$4.78K | ﹤0.01% | 1419 |
|
|
2023
Q1 | $220K | Buy |
6,923
+689
| +11% | +$21.9K | ﹤0.01% | 1407 |
|
|
2022
Q4 | $204K | Buy |
6,234
+1,385
| +29% | +$45.4K | ﹤0.01% | 1415 |
|
|
2022
Q3 | $137K | Sell |
4,849
-155
| -3% | -$4.38K | ﹤0.01% | 1533 |
|
|
2022
Q2 | $132K | Buy |
5,004
+979
| +24% | +$25.8K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $126K | Buy |
4,025
+111
| +3% | +$3.48K | ﹤0.01% | 1606 |
|
|
2021
Q4 | $145K | Buy |
3,914
+236
| +6% | +$8.74K | ﹤0.01% | 1565 |
|
|
2021
Q3 | $131K | Buy |
3,678
+701
| +24% | +$25K | ﹤0.01% | 1514 |
|
|
2021
Q2 | $98K | Buy |
2,977
+126
| +4% | +$4.15K | ﹤0.01% | 1603 |
|
|
2021
Q1 | $82K | Buy |
2,851
+327
| +13% | +$9.41K | ﹤0.01% | 1564 |
|
|
2020
Q4 | $59K | Buy |
+2,524
| New | +$59K | ﹤0.01% | 1588 |
|
|
2020
Q3 | – | Sell |
-1,972
| Closed | -$29K | – | 2605 |
|
|
2020
Q2 | $29K | Sell |
1,972
-292
| -13% | -$4.29K | ﹤0.01% | 1612 |
|
|
2020
Q1 | $29K | Buy |
2,264
+3
| +0.1% | +$38 | ﹤0.01% | 1577 |
|
|
2019
Q4 | $46K | Buy |
2,261
+2
| +0.1% | +$41 | ﹤0.01% | 1493 |
|
|
2019
Q3 | $40K | Sell |
2,259
-153
| -6% | -$2.71K | ﹤0.01% | 1492 |
|
|
2019
Q2 | $42K | Buy |
2,412
+240
| +11% | +$4.18K | ﹤0.01% | 1456 |
|
|
2019
Q1 | $37K | Hold |
2,172
| – | – | ﹤0.01% | 1485 |
|
|
2018
Q4 | $34K | Sell |
2,172
-184
| -8% | -$2.88K | ﹤0.01% | 1400 |
|
|
2018
Q3 | $46K | Buy |
2,356
+1,193
| +103% | +$23.3K | ﹤0.01% | 1344 |
|
|
2018
Q2 | $24K | Sell |
1,163
-27
| -2% | -$557 | ﹤0.01% | 1527 |
|
|
2018
Q1 | $24K | Hold |
1,190
| – | – | ﹤0.01% | 1464 |
|
|
2017
Q4 | $28K | Sell |
1,190
-1,379
| -54% | -$32.4K | ﹤0.01% | 1385 |
|
|
2017
Q3 | $58K | Sell |
2,569
-24
| -0.9% | -$542 | ﹤0.01% | 1064 |
|
|
2017
Q2 | $61K | Buy |
2,593
+1,082
| +72% | +$25.5K | ﹤0.01% | 1022 |
|
|
2017
Q1 | $36K | Sell |
1,511
-1,321
| -47% | -$31.5K | ﹤0.01% | 1133 |
|
|
2016
Q4 | $59K | Buy |
+2,832
| New | +$59K | ﹤0.01% | 974 |
|
|
2016
Q1 | – | Sell |
-442
| Closed | -$7K | – | 2210 |
|
|
2015
Q4 | $7K | Buy |
442
+192
| +77% | +$3.04K | ﹤0.01% | 1243 |
|
|
2015
Q3 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 1248 |
|
|
2015
Q1 | – | Sell |
-13,964
| Closed | -$280K | – | 1677 |
|
|
2014
Q4 | $280K | Hold |
13,964
| – | – | 0.01% | 379 |
|
|
2014
Q3 | $298K | Hold |
13,964
| – | – | 0.01% | 358 |
|
|
2014
Q2 | $328K | Hold |
13,964
| – | – | 0.01% | 320 |
|
|
2014
Q1 | $350K | Sell |
13,964
-420
| -3% | -$10.5K | 0.01% | 301 |
|
|
2013
Q4 | $365K | Buy |
14,384
+223
| +2% | +$5.66K | 0.02% | 300 |
|
|
2013
Q3 | $345K | Sell |
14,161
-8,378
| -37% | -$204K | 0.02% | 283 |
|
|
2013
Q2 | $529K | Buy |
+22,539
| New | +$529K | 0.03% | 248 |
|