Pin Oak Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Pin Oak Investment Advisors’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-900	Closed	-$36K	–	467
2023 Q4	$36K	Hold	900	–	–	0.04%	198
2023 Q3	$33K	Hold	900	–	–	0.04%	197
2023 Q2	$30K	Hold	900	–	–	0.03%	205
2023 Q1	$29K	Sell	900 -41	-4%	-$1.48K	0.04%	200
2022 Q4	$31K	Hold	941	–	–	0.04%	177
2022 Q3	$27K	Hold	941	–	–	0.03%	182
2022 Q2	$25K	Hold	941	–	–	0.03%	205
2022 Q1	$30K	Hold	941	–	–	0.03%	211
2021 Q4	$35K	Hold	941	–	–	0.04%	202
2021 Q3	$33K	Hold	941	–	–	0.04%	201
2021 Q2	$31K	Hold	941	–	–	0.03%	199
2021 Q1	$27K	Hold	941	–	–	0.02%	220
2020 Q4	$22K	Hold	941	–	–	0.02%	257
2020 Q3	$16K	Hold	941	–	–	0.02%	267
2020 Q2	$14K	Hold	941	–	–	0.01%	259
2020 Q1	$12K	Buy	+941	New	+$18K	0.01%	273
2019 Q2	–	Sell	-470	Closed	-$8K	–	473
2019 Q1	$8K	Buy	+470	New	+$8.3K	0.01%	348

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pin Oak Investment Advisors's JEF Position: Q1 2024 in Review

Pin Oak Investment Advisors sold out of Jefferies Financial Group (JEF) in Q1 2024, closing a stake of 900 shares — an estimated $36K sold.

Pin Oak Investment Advisors first reported a position in JEF in Q1 2019 and held it in 17 quarters. The position peaked at $36K in Q4 2023. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

Pin Oak Investment Advisors reported no remaining Jefferies Financial Group position as of Q1 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 900 Jefferies Financial Group shares in Q1 2024, an estimated $36K.
Pin Oak Investment Advisors first reported a position in Jefferies Financial Group in Q1 2019 and held it in 17 quarters.
Pin Oak Investment Advisors's Jefferies Financial Group position peaked at $36K in Q4 2023.
481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.