Oppenheimer Asset 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 | – | Sell |
-4,884
| Closed | -$262K | – | 1184 |
|
2025
Q1 | $262K | Buy |
+4,884
| New | +$262K | ﹤0.01% | 1000 |
|
2020
Q1 | – | Sell |
-7,225
| Closed | -$147K | – | 1575 |
|
2019
Q4 | $147K | Buy |
7,225
+5,432
| +303% | +$111K | ﹤0.01% | 1121 |
|
2019
Q3 | $32K | Sell |
1,793
-150
| -8% | -$2.68K | ﹤0.01% | 1403 |
|
2019
Q2 | $33K | Sell |
1,943
-20
| -1% | -$340 | ﹤0.01% | 1424 |
|
2019
Q1 | $33K | Sell |
1,963
-27
| -1% | -$454 | ﹤0.01% | 1402 |
|
2018
Q4 | $31K | Buy |
+1,990
| New | +$31K | ﹤0.01% | 1414 |
|
2017
Q4 | – | Sell |
-2,326
| Closed | -$53K | – | 1276 |
|
2017
Q3 | $53K | Buy |
2,326
+445
| +24% | +$10.1K | ﹤0.01% | 1355 |
|
2017
Q2 | $44K | Sell |
1,881
-461
| -20% | -$10.8K | ﹤0.01% | 1370 |
|
2017
Q1 | $54K | Buy |
+2,342
| New | +$54K | ﹤0.01% | 1330 |
|