Poehling Capital 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
Q2 | $6.8M | Buy |
124,345
+5,577
| +5% | +$305K | 1.59% | 16 |
|
|
2025
Q1 | $6.36M | Buy |
118,768
+2,220
| +2% | +$119K | 1.61% | 14 |
|
|
2024
Q4 | $9.14M | Sell |
116,548
-1,660
| -1% | -$130K | 2.25% | 10 |
|
|
2024
Q3 | $7.28M | Sell |
118,208
-2,009
| -2% | -$124K | 1.86% | 14 |
|
|
2024
Q2 | $5.98M | Sell |
120,217
-2,064
| -2% | -$103K | 1.64% | 16 |
|
|
2024
Q1 | $5.39M | Sell |
122,281
-115
| -0.1% | -$5.07K | 1.44% | 23 |
|
|
2023
Q4 | $4.95M | Sell |
122,396
-550
| -0.4% | -$22.2K | 1.57% | 19 |
|
|
2023
Q3 | $4.5M | Buy |
122,946
+649
| +0.5% | +$23.8K | 1.58% | 19 |
|
|
2023
Q2 | $4.06M | Buy |
122,297
+319
| +0.3% | +$10.6K | 1.37% | 25 |
|
|
2023
Q1 | $3.87M | Sell |
121,978
-6,128
| -5% | -$195K | 1.3% | 27 |
|
|
2022
Q4 | $4.2M | Sell |
128,106
-1,489
| -1% | -$48.8K | 1.57% | 23 |
|
|
2022
Q3 | $3.66M | Sell |
129,595
-1,888
| -1% | -$53.2K | 1.53% | 23 |
|
|
2022
Q2 | $3.47M | Sell |
131,483
-187
| -0.1% | -$4.94K | 1.31% | 27 |
|
|
2022
Q1 | $4.14M | Buy |
131,670
+412
| +0.3% | +$12.9K | 1.28% | 23 |
|
|
2021
Q4 | $4.87M | Sell |
131,258
-1,799
| -1% | -$66.7K | 1.57% | 19 |
|
|
2021
Q3 | $4.72M | Sell |
133,057
-34
| -0% | -$1.21K | 1.59% | 17 |
|
|
2021
Q2 | $4.35M | Buy |
133,091
+1,765
| +1% | +$57.7K | 1.39% | 21 |
|
|
2021
Q1 | $3.78M | Sell |
131,326
-2,388
| -2% | -$68.7K | 1.32% | 22 |
|
|
2020
Q4 | $3.15M | Sell |
133,714
-612
| -0.5% | -$14.4K | 1.25% | 25 |
|
|
2020
Q3 | $2.31M | Sell |
134,326
-578
| -0.4% | -$9.95K | 1.19% | 29 |
|
|
2020
Q2 | $2.01M | Sell |
134,904
-3,092
| -2% | -$46K | 1.08% | 35 |
|
|
2020
Q1 | $1.8M | Buy |
137,996
+33,433
| +32% | +$437K | 1.32% | 24 |
|
|
2019
Q4 | $2.14M | Buy |
104,563
+3,305
| +3% | +$67.5K | 1.4% | 21 |
|
|
2019
Q3 | $1.78M | Sell |
101,258
-13,549
| -12% | -$238K | 1.31% | 26 |
|
|
2019
Q2 | $1.98M | Buy |
114,807
+2,781
| +2% | +$47.9K | 1.32% | 25 |
|
|
2019
Q1 | $1.88M | Buy |
112,026
+47,182
| +73% | +$793K | 1.37% | 23 |
|
|
2018
Q4 | $1.01M | Sell |
64,844
-2,435
| -4% | -$37.9K | 0.97% | 34 |
|
|
2018
Q3 | $1.32M | Buy |
67,279
+28,732
| +75% | +$565K | 0.94% | 36 |
|
|
2018
Q2 | $785K | Sell |
38,547
-11,668
| -23% | -$238K | 0.69% | 40 |
|
|
2018
Q1 | $1.02M | Sell |
50,215
-447
| -0.9% | -$9.1K | 0.83% | 40 |
|
|
2017
Q4 | $1.2M | Buy |
+50,662
| New | +$1.2M | 1.02% | 35 |
|