Prelude 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 | – | Sell |
-9,513
| Closed | -$510K | – | 1147 |
|
|
2025
Q1 | $510K | Buy |
+9,513
| New | +$510K | 0.04% | 445 |
|
|
2022
Q1 | – | Sell |
-11,551
| Closed | -$428K | – | 1708 |
|
|
2021
Q4 | $428K | Sell |
11,551
-35,854
| -76% | -$1.33M | 0.01% | 865 |
|
|
2021
Q3 | $1.68M | Sell |
47,405
-42,876
| -47% | -$1.52M | 0.04% | 254 |
|
|
2021
Q2 | $2.95M | Sell |
90,281
-17,451
| -16% | -$571K | 0.09% | 136 |
|
|
2021
Q1 | $3.1M | Sell |
107,732
-1,188
| -1% | -$34.2K | 0.08% | 98 |
|
|
2020
Q4 | $2.56M | Buy |
108,920
+69,720
| +178% | +$1.64M | 0.07% | 87 |
|
|
2020
Q3 | $675K | Buy |
39,200
+17,715
| +82% | +$305K | 0.03% | 224 |
|
|
2020
Q2 | $319K | Sell |
21,485
-29,613
| -58% | -$440K | 0.02% | 394 |
|
|
2020
Q1 | $668K | Buy |
51,098
+48,427
| +1,813% | +$633K | 0.04% | 143 |
|
|
2019
Q4 | $55K | Buy |
+2,671
| New | +$55K | ﹤0.01% | 912 |
|
|
2018
Q3 | – | Sell |
-1,676
| Closed | -$34K | – | 1512 |
|
|
2018
Q2 | $34K | Buy |
+1,676
| New | +$34K | ﹤0.01% | 984 |
|
|
2017
Q4 | – | Sell |
-158
| Closed | -$4K | – | 1384 |
|
|
2017
Q3 | $4K | Buy |
+158
| New | +$4K | ﹤0.01% | 1390 |
|
|
2016
Q4 | – | Sell |
-3,045
| Closed | -$52K | – | 1608 |
|
|
2016
Q3 | $52K | Sell |
3,045
-3,906
| -56% | -$66.7K | 0.01% | 962 |
|
|
2016
Q2 | $108K | Sell |
6,951
-15,450
| -69% | -$240K | 0.02% | 683 |
|
|
2016
Q1 | $324K | Buy |
+22,401
| New | +$324K | 0.05% | 341 |
|
|
2015
Q4 | – | Sell |
-21,504
| Closed | -$390K | – | 1487 |
|
|
2015
Q3 | $390K | Buy |
21,504
+5,058
| +31% | +$91.7K | 0.06% | 299 |
|
|
2015
Q2 | $357K | Buy |
16,446
+3,040
| +23% | +$66K | 0.05% | 364 |
|
|
2015
Q1 | $267K | Buy |
+13,406
| New | +$267K | 0.04% | 534 |
|
|
2014
Q3 | – | Sell |
-5,027
| Closed | -$118K | – | 1859 |
|
|
2014
Q2 | $118K | Buy |
5,027
+2,513
| +100% | +$59K | 0.02% | 920 |
|
|
2014
Q1 | $63K | Buy |
2,514
+1,967
| +360% | +$49.3K | 0.01% | 1059 |
|
|
2013
Q4 | $14K | Buy |
+547
| New | +$14K | ﹤0.01% | 1306 |
|