Pinnacle Associates’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $604K | Buy |
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|
2025
Q2 | $505K | Buy |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.05M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $235K | Sell |
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|
2015
Q2 | $341K | Buy |
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|
2015
Q1 | $306K | Sell |
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|
2014
Q4 | $499K | Sell |
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|
2014
Q3 | $681K | Sell |
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|
2014
Q2 | $972K | Buy |
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|
2014
Q1 | $942K | Sell |
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|
2013
Q4 | $978K | Buy |
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|
2013
Q3 | $905K | Buy |
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|
2013
Q2 | $789K | Buy |
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