Principal Financial Group’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 | $86.1M | Sell |
1,573,857
-13,922
| -0.9% | -$761K | 0.05% | 317 |
|
|
2025
Q1 | $85.1M | Sell |
1,587,779
-58,065
| -4% | -$3.11M | 0.05% | 309 |
|
|
2024
Q4 | $129M | Buy |
1,645,844
+47,141
| +3% | +$3.7M | 0.07% | 237 |
|
|
2024
Q3 | $98.4M | Sell |
1,598,703
-71,881
| -4% | -$4.42M | 0.05% | 295 |
|
|
2024
Q2 | $83.1M | Sell |
1,670,584
-36,849
| -2% | -$1.83M | 0.05% | 299 |
|
|
2024
Q1 | $75.3M | Buy |
1,707,433
+199,662
| +13% | +$8.81M | 0.04% | 349 |
|
|
2023
Q4 | $60.9M | Buy |
1,507,771
+242,769
| +19% | +$9.81M | 0.04% | 378 |
|
|
2023
Q3 | $46.3M | Buy |
1,265,002
+562,810
| +80% | +$20.6M | 0.03% | 437 |
|
|
2023
Q2 | $23.3M | Sell |
702,192
-15,691
| -2% | -$520K | 0.02% | 761 |
|
|
2023
Q1 | $22.8M | Sell |
717,883
-35,504
| -5% | -$1.13M | 0.02% | 770 |
|
|
2022
Q4 | $24.7M | Sell |
753,387
-7,131
| -0.9% | -$234K | 0.02% | 689 |
|
|
2022
Q3 | $21.4M | Sell |
760,518
-30,492
| -4% | -$860K | 0.02% | 726 |
|
|
2022
Q2 | $20.9M | Buy |
791,010
+26,153
| +3% | +$691K | 0.02% | 788 |
|
|
2022
Q1 | $24M | Buy |
764,857
+19,988
| +3% | +$628K | 0.02% | 798 |
|
|
2021
Q4 | $27.6M | Sell |
744,869
-9,236
| -1% | -$343K | 0.02% | 731 |
|
|
2021
Q3 | $26.8M | Sell |
754,105
-95,654
| -11% | -$3.4M | 0.02% | 721 |
|
|
2021
Q2 | $27.8M | Buy |
849,759
+31,586
| +4% | +$1.03M | 0.02% | 715 |
|
|
2021
Q1 | $23.5M | Buy |
818,173
+170,197
| +26% | +$4.9M | 0.02% | 788 |
|
|
2020
Q4 | $15.2M | Sell |
647,976
-31,291
| -5% | -$736K | 0.01% | 959 |
|
|
2020
Q3 | $11.7M | Sell |
679,267
-137,955
| -17% | -$2.37M | 0.01% | 976 |
|
|
2020
Q2 | $12.1M | Buy |
817,222
+9,343
| +1% | +$139K | 0.01% | 942 |
|
|
2020
Q1 | $10.6M | Sell |
807,879
-397,303
| -33% | -$5.19M | 0.01% | 875 |
|
|
2019
Q4 | $24.6M | Sell |
1,205,182
-4,604
| -0.4% | -$94.1K | 0.02% | 656 |
|
|
2019
Q3 | $21.3M | Buy |
1,209,786
+812,163
| +204% | +$14.3M | 0.02% | 715 |
|
|
2019
Q2 | $6.85M | Sell |
397,623
-43,665
| -10% | -$752K | 0.01% | 1421 |
|
|
2019
Q1 | $7.42M | Sell |
441,288
-32,074
| -7% | -$539K | 0.01% | 1403 |
|
|
2018
Q4 | $7.36M | Sell |
473,362
-16,684
| -3% | -$259K | 0.01% | 1335 |
|
|
2018
Q3 | $9.63M | Sell |
490,046
-15,182
| -3% | -$298K | 0.01% | 1341 |
|
|
2018
Q2 | $10.3M | Sell |
505,228
-374,739
| -43% | -$7.63M | 0.01% | 1294 |
|
|
2018
Q1 | $17.9M | Sell |
879,967
-2,088,851
| -70% | -$42.5M | 0.02% | 864 |
|
|
2017
Q4 | $70.4M | Sell |
2,968,818
-521,158
| -15% | -$12.4M | 0.06% | 338 |
|
|
2017
Q3 | $78.9M | Sell |
3,489,976
-2,031,279
| -37% | -$45.9M | 0.08% | 308 |
|
|
2017
Q2 | $129M | Sell |
5,521,255
-477,296
| -8% | -$11.2M | 0.13% | 206 |
|
|
2017
Q1 | $140M | Sell |
5,998,551
-751,810
| -11% | -$17.5M | 0.17% | 142 |
|
|
2016
Q4 | $140M | Sell |
6,750,361
-170,394
| -2% | -$3.55M | 0.18% | 130 |
|
|
2016
Q3 | $118M | Sell |
6,920,755
-1,773,127
| -20% | -$30.2M | 0.16% | 144 |
|
|
2016
Q2 | $135M | Sell |
8,693,882
-23,832
| -0.3% | -$370K | 0.19% | 131 |
|
|
2016
Q1 | $126M | Sell |
8,717,714
-9,253
| -0.1% | -$134K | 0.18% | 137 |
|
|
2015
Q4 | $136M | Sell |
8,726,967
-174,349
| -2% | -$2.71M | 0.2% | 133 |
|
|
2015
Q3 | $161M | Buy |
8,901,316
+314,428
| +4% | +$5.7M | 0.25% | 107 |
|
|
2015
Q2 | $187M | Buy |
8,586,888
+53,068
| +0.6% | +$1.15M | 0.28% | 92 |
|
|
2015
Q1 | $170M | Buy |
8,533,820
+172,897
| +2% | +$3.45M | 0.25% | 113 |
|
|
2014
Q4 | $168M | Buy |
8,360,923
+939,426
| +13% | +$18.9M | 0.26% | 105 |
|
|
2014
Q3 | $158M | Buy |
7,421,497
+204,450
| +3% | +$4.36M | 0.27% | 95 |
|
|
2014
Q2 | $169M | Buy |
7,217,047
+11,828
| +0.2% | +$278K | 0.28% | 78 |
|
|
2014
Q1 | $181M | Sell |
7,205,219
-2,864
| -0% | -$71.8K | 0.32% | 59 |
|
|
2013
Q4 | $183M | Buy |
7,208,083
+214,453
| +3% | +$5.44M | 0.34% | 55 |
|
|
2013
Q3 | $171M | Buy |
6,993,630
+512,614
| +8% | +$12.5M | 0.35% | 52 |
|
|
2013
Q2 | $152M | Buy |
+6,481,016
| New | +$152M | 0.34% | 54 |
|