Penn Mutual 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
Q1 | – | Sell |
-5,225
| Closed | -$410K | – | 75 |
|
|
2024
Q4 | $410K | Hold |
5,225
| – | – | 0.74% | 41 |
|
|
2024
Q3 | $322K | Hold |
5,225
| – | – | 0.64% | 38 |
|
|
2024
Q2 | $260K | Buy |
+5,225
| New | +$260K | 0.55% | 53 |
|
|
2023
Q4 | – | Sell |
-6,650
| Closed | -$244K | – | 83 |
|
|
2023
Q3 | $244K | Hold |
6,650
| – | – | 0.23% | 61 |
|
|
2023
Q2 | $221K | Buy |
+6,650
| New | +$221K | 0.2% | 64 |
|