PC
Pecaut & Co’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,350
| Closed | -$391K | – | 77 |
|
|
2024
Q3 | $391K | Hold |
6,350
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $316K | Hold |
6,350
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $280K | Hold |
6,350
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $257K | Hold |
6,350
| – | – | 0.1% | 73 |
|
|
2023
Q3 | $233K | Hold |
6,350
| – | – | 0.1% | 73 |
|
|
2023
Q2 | $211K | Hold |
6,350
| – | – | 0.09% | 76 |
|
|
2023
Q1 | $202K | Buy |
+6,350
| New | +$202K | 0.09% | 78 |
|
|
2019
Q3 | – | Sell |
-14,315
| Closed | -$275K | – | 75 |
|
|
2019
Q2 | $275K | Hold |
14,315
| – | – | 0.19% | 50 |
|
|
2019
Q1 | $269K | Sell |
14,315
-11,680
| -45% | -$219K | 0.19% | 52 |
|
|
2018
Q4 | $451K | Sell |
25,995
-3,460
| -12% | -$60K | 0.37% | 38 |
|
|
2018
Q3 | $647K | Sell |
29,455
-4,915
| -14% | -$108K | 0.45% | 38 |
|
|
2018
Q2 | $782K | Sell |
34,370
-9,700
| -22% | -$221K | 0.57% | 35 |
|
|
2018
Q1 | $1M | Sell |
44,070
-6,200
| -12% | -$141K | 0.76% | 29 |
|
|
2017
Q4 | $1.33M | Buy |
50,270
+13,615
| +37% | +$361K | 0.98% | 31 |
|
|
2017
Q3 | $926K | Sell |
36,655
-103,863
| -74% | -$2.62M | 0.76% | 31 |
|
|
2017
Q2 | $3.68M | Sell |
140,518
-18,050
| -11% | -$472K | 3.04% | 12 |
|
|
2017
Q1 | $4.12M | Sell |
158,568
-14,520
| -8% | -$378K | 3.69% | 9 |
|
|
2016
Q4 | $4.02M | Sell |
173,088
-16,535
| -9% | -$384K | 3.9% | 9 |
|
|
2016
Q3 | $3.61M | Sell |
189,623
-17,350
| -8% | -$330K | 3.88% | 7 |
|
|
2016
Q2 | $3.59M | Sell |
206,973
-16,550
| -7% | -$287K | 3.71% | 7 |
|
|
2016
Q1 | $3.61M | Sell |
223,523
-4,870
| -2% | -$78.7K | 3.66% | 7 |
|
|
2015
Q4 | $3.97M | Sell |
228,393
-23,092
| -9% | -$402K | 4.11% | 7 |
|
|
2015
Q3 | $5.1M | Sell |
251,485
-3,693
| -1% | -$74.8K | 5.24% | 4 |
|
|
2015
Q2 | $6.2M | Buy |
255,178
+71,842
| +39% | +$1.74M | 5.98% | 3 |
|
|
2015
Q1 | $4.09M | Sell |
183,336
-6,899
| -4% | -$154K | 4% | 6 |
|
|
2014
Q4 | $4.27M | Buy |
190,235
+2,000
| +1% | +$44.8K | 4.01% | 6 |
|
|
2014
Q3 | $4.49M | Buy |
188,235
+10,049
| +6% | +$240K | 4.41% | 5 |
|
|
2014
Q2 | $4.67M | Buy |
178,186
+43,700
| +32% | +$1.15M | 4.35% | 5 |
|
|
2014
Q1 | $3.77M | Sell |
134,486
-1,250
| -0.9% | -$35K | 3.72% | 8 |
|
|
2013
Q4 | $3.85M | Buy |
+135,736
| New | +$3.85M | 3.75% | 10 |
|