Pinnacle Associates’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
Q2 | $505K | Buy |
9,235
+502
| +6% | +$27.5K | 0.01% | 627 |
|
|
2025
Q1 | $468K | Buy |
8,733
+317
| +4% | +$17K | 0.01% | 622 |
|
|
2024
Q4 | $660K | Sell |
8,416
-1,801
| -18% | -$141K | 0.01% | 549 |
|
|
2024
Q3 | $413K | Buy |
10,217
+1,854
| +22% | +$74.9K | 0.01% | 609 |
|
|
2024
Q2 | $416K | Sell |
8,363
-460
| -5% | -$22.9K | 0.01% | 619 |
|
|
2024
Q1 | $389K | Sell |
8,823
-1,394
| -14% | -$61.5K | 0.01% | 639 |
|
|
2023
Q4 | $413K | Buy |
10,217
+507
| +5% | +$20.5K | 0.01% | 617 |
|
|
2023
Q3 | $356K | Sell |
9,710
-1,193
| -11% | -$43.7K | 0.01% | 626 |
|
|
2023
Q2 | $362K | Buy |
10,903
+3,603
| +49% | +$120K | 0.01% | 635 |
|
|
2023
Q1 | $232K | Buy |
+7,300
| New | +$232K | ﹤0.01% | 687 |
|
|
2022
Q1 | – | Sell |
-55,156
| Closed | -$2.05M | – | 804 |
|
|
2021
Q4 | $2.05M | Buy |
55,156
+14,393
| +35% | +$534K | 0.04% | 345 |
|
|
2021
Q3 | $1.45M | Buy |
+40,763
| New | +$1.45M | 0.03% | 385 |
|
|
2015
Q4 | – | Sell |
-12,942
| Closed | -$235K | – | 662 |
|
|
2015
Q3 | $235K | Sell |
12,942
-2,748
| -18% | -$49.9K | 0.01% | 562 |
|
|
2015
Q2 | $341K | Buy |
15,690
+335
| +2% | +$7.28K | 0.01% | 523 |
|
|
2015
Q1 | $306K | Sell |
15,355
-9,518
| -38% | -$190K | 0.01% | 547 |
|
|
2014
Q4 | $499K | Sell |
24,873
-7,038
| -22% | -$141K | 0.01% | 460 |
|
|
2014
Q3 | $681K | Sell |
31,911
-9,490
| -23% | -$203K | 0.01% | 413 |
|
|
2014
Q2 | $972K | Buy |
41,401
+3,838
| +10% | +$90.1K | 0.02% | 364 |
|
|
2014
Q1 | $942K | Sell |
37,563
-995
| -3% | -$25K | 0.02% | 352 |
|
|
2013
Q4 | $978K | Buy |
38,558
+1,425
| +4% | +$36.1K | 0.02% | 358 |
|
|
2013
Q3 | $905K | Buy |
37,133
+3,496
| +10% | +$85.2K | 0.02% | 357 |
|
|
2013
Q2 | $789K | Buy |
+33,637
| New | +$789K | 0.02% | 364 |
|