Parallel Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
10,359
+3,508
| +51% | +$192K | 0.01% | 586 |
|
|
2025
Q1 | $367K | Buy |
6,851
+5,075
| +286% | +$272K | 0.01% | 693 |
|
|
2024
Q4 | $139K | Sell |
1,776
-16
| -0.9% | -$1.25K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $110K | Buy |
1,792
+370
| +26% | +$22.8K | ﹤0.01% | 1199 |
|
|
2024
Q2 | $70.8K | Buy |
1,422
+64
| +5% | +$3.19K | ﹤0.01% | 1348 |
|
|
2024
Q1 | $59.9K | Buy |
1,358
+17
| +1% | +$750 | ﹤0.01% | 1411 |
|
|
2023
Q4 | $54.2K | Sell |
1,341
-397
| -23% | -$16K | ﹤0.01% | 1400 |
|
|
2023
Q3 | $63.7K | Buy |
1,738
+64
| +4% | +$2.34K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $55.5K | Sell |
1,674
-246
| -13% | -$8.16K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $60.9K | Buy |
1,920
+242
| +14% | +$7.68K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $55K | Sell |
1,678
-133
| -7% | -$4.36K | ﹤0.01% | 1234 |
|
|
2022
Q3 | $51K | Buy |
1,811
+567
| +46% | +$16K | ﹤0.01% | 1247 |
|
|
2022
Q2 | $33K | Buy |
1,244
+488
| +65% | +$12.9K | ﹤0.01% | 1436 |
|
|
2022
Q1 | $24K | Sell |
756
-37
| -5% | -$1.18K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $29K | Sell |
793
-7
| -0.9% | -$256 | ﹤0.01% | 1592 |
|
|
2021
Q3 | $28K | Buy |
800
+147
| +23% | +$5.15K | ﹤0.01% | 1547 |
|
|
2021
Q2 | $21K | Buy |
653
+65
| +11% | +$2.09K | ﹤0.01% | 1633 |
|
|
2021
Q1 | $17K | Hold |
588
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q4 | $14K | Hold |
588
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q3 | $10K | Buy |
588
+37
| +7% | +$629 | ﹤0.01% | 1717 |
|
|
2020
Q2 | $8K | Sell |
551
-790
| -59% | -$11.5K | ﹤0.01% | 1796 |
|
|
2020
Q1 | $17K | Buy |
1,341
+835
| +165% | +$10.6K | ﹤0.01% | 1369 |
|
|
2019
Q4 | $10K | Buy |
506
+489
| +2,876% | +$9.66K | ﹤0.01% | 1716 |
|
|
2019
Q3 | $0 | Sell |
17
-1
| -6% | – | ﹤0.01% | 2438 |
|
|
2019
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 2364 |
|
|
2019
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 2333 |
|
|
2018
Q4 | – | Sell |
-2,193
| Closed | -$43K | – | 2199 |
|
|
2018
Q3 | $43K | Buy |
+2,193
| New | +$43K | 0.01% | 866 |
|
|
2017
Q3 | – | Sell |
-279
| Closed | -$7K | – | 2162 |
|
|
2017
Q2 | $7K | Buy |
279
+21
| +8% | +$527 | ﹤0.01% | 1448 |
|
|
2017
Q1 | $6K | Buy |
+258
| New | +$6K | ﹤0.01% | 1420 |
|