Prana 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 | $3.98M | Buy |
+72,781
| New | +$3.98M | 0.14% | 66 |
|
|
2024
Q4 | – | Sell |
-27,121
| Closed | -$1.67M | – | 108 |
|
|
2024
Q3 | $1.67M | Buy |
27,121
+18,023
| +198% | +$1.11M | 0.08% | 74 |
|
|
2024
Q2 | $453K | Sell |
9,098
-586
| -6% | -$29.2K | 0.02% | 93 |
|
|
2024
Q1 | $427K | Sell |
9,684
-148,125
| -94% | -$6.53M | 0.02% | 84 |
|
|
2023
Q4 | $6.38M | Buy |
+157,809
| New | +$6.38M | 0.38% | 57 |
|
|
2023
Q2 | – | Sell |
-128,098
| Closed | -$4.07M | – | 96 |
|
|
2023
Q1 | $4.07M | Buy |
+128,098
| New | +$4.07M | 0.34% | 54 |
|
|
2021
Q2 | – | Sell |
-164,266
| Closed | -$4.73M | – | 86 |
|
|
2021
Q1 | $4.73M | Buy |
+164,266
| New | +$4.73M | 0.39% | 57 |
|
|
2020
Q3 | – | Sell |
-242,103
| Closed | -$3.6M | – | 59 |
|
|
2020
Q2 | $3.6M | Buy |
242,103
+2,862
| +1% | +$42.5K | 0.49% | 43 |
|
|
2020
Q1 | $3.13M | Sell |
239,241
-661,686
| -73% | -$8.65M | 0.91% | 31 |
|
|
2019
Q4 | $18.4M | Sell |
900,927
-23,325
| -3% | -$477K | 2.7% | 16 |
|
|
2019
Q3 | $16.3M | Sell |
924,252
-333,366
| -27% | -$5.86M | 2.93% | 11 |
|
|
2019
Q2 | $21.6M | Buy |
1,257,618
+261,157
| +26% | +$4.5M | 3.89% | 9 |
|
|
2019
Q1 | $16.8M | Buy |
996,461
+424,164
| +74% | +$7.13M | 2.58% | 18 |
|
|
2018
Q4 | $8.89M | Sell |
572,297
-886,312
| -61% | -$13.8M | 1.91% | 20 |
|
|
2018
Q3 | $28.7M | Buy |
1,458,609
+391,889
| +37% | +$7.7M | 6.21% | 4 |
|
|
2018
Q2 | $21.7M | Buy |
+1,066,720
| New | +$21.7M | 5.8% | 4 |
|