Pitcairn’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 | $216K | Sell |
3,948
-732
| -16% | -$40K | 0.01% | 657 |
|
|
2025
Q1 | $251K | Buy |
4,680
+184
| +4% | +$9.86K | 0.02% | 635 |
|
|
2024
Q4 | $352K | Sell |
4,496
-327
| -7% | -$25.6K | 0.02% | 535 |
|
|
2024
Q3 | $297K | Sell |
4,823
-611
| -11% | -$37.6K | 0.02% | 592 |
|
|
2024
Q2 | $270K | Buy |
5,434
+386
| +8% | +$19.2K | 0.02% | 617 |
|
|
2024
Q1 | $223K | Sell |
5,048
-121
| -2% | -$5.34K | 0.01% | 667 |
|
|
2023
Q4 | $209K | Buy |
+5,169
| New | +$209K | 0.02% | 636 |
|
|
2022
Q2 | – | Sell |
-12,994
| Closed | -$408K | – | 600 |
|
|
2022
Q1 | $408K | Sell |
12,994
-4,445
| -25% | -$140K | 0.04% | 418 |
|
|
2021
Q4 | $647K | Sell |
17,439
-180
| -1% | -$6.68K | 0.04% | 302 |
|
|
2021
Q3 | $625K | Sell |
17,619
-473
| -3% | -$16.8K | 0.04% | 286 |
|
|
2021
Q2 | $591K | Sell |
18,092
-378
| -2% | -$12.3K | 0.04% | 291 |
|
|
2021
Q1 | $532K | Buy |
18,470
+375
| +2% | +$10.8K | 0.04% | 307 |
|
|
2020
Q4 | $425K | Sell |
18,095
-727
| -4% | -$17.1K | 0.03% | 331 |
|
|
2020
Q3 | $324K | Buy |
+18,822
| New | +$324K | 0.03% | 344 |
|
|
2018
Q2 | – | Sell |
-9,904
| Closed | -$201K | – | 549 |
|
|
2018
Q1 | $201K | Sell |
9,904
-2,301
| -19% | -$46.7K | 0.02% | 507 |
|
|
2017
Q4 | $289K | Buy |
+12,205
| New | +$289K | 0.03% | 395 |
|