Ray Dalio’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-120,103
| Closed | -$6.43M | – | 662 |
|
|
2025
Q1 | $6.43M | Buy |
+120,103
| New | +$6.43M | 0.03% | 324 |
|
|
2024
Q4 | – | Sell |
-29,488
| Closed | -$1.81M | – | 763 |
|
|
2024
Q3 | $1.81M | Buy |
29,488
+2,762
| +10% | +$170K | 0.01% | 522 |
|
|
2024
Q2 | $1.33M | Sell |
26,726
-76,148
| -74% | -$3.79M | 0.01% | 612 |
|
|
2024
Q1 | $4.54M | Buy |
102,874
+71,181
| +225% | +$3.14M | 0.02% | 389 |
|
|
2023
Q4 | $1.28M | Buy |
31,693
+19,997
| +171% | +$808K | 0.01% | 602 |
|
|
2023
Q3 | $428K | Buy |
11,696
+2,237
| +24% | +$81.9K | ﹤0.01% | 703 |
|
|
2023
Q2 | $314K | Buy |
9,459
+2,608
| +38% | +$86.5K | ﹤0.01% | 677 |
|
|
2023
Q1 | $217K | Sell |
6,851
-143,759
| -95% | -$4.56M | ﹤0.01% | 696 |
|
|
2022
Q4 | $5.16M | Sell |
150,610
-52,511
| -26% | -$1.8M | 0.03% | 351 |
|
|
2022
Q3 | $5.99M | Sell |
203,121
-5,884
| -3% | -$174K | 0.03% | 344 |
|
|
2022
Q2 | $5.77M | Buy |
209,005
+182,730
| +695% | +$5.05M | 0.02% | 454 |
|
|
2022
Q1 | $863K | Sell |
26,275
-16,715
| -39% | -$549K | ﹤0.01% | 820 |
|
|
2021
Q4 | $1.67M | Sell |
42,990
-52,855
| -55% | -$2.05M | 0.01% | 486 |
|
|
2021
Q3 | $3.56M | Buy |
95,845
+23,720
| +33% | +$881K | 0.02% | 344 |
|
|
2021
Q2 | $2.47M | Sell |
72,125
-2,655
| -4% | -$90.8K | 0.02% | 452 |
|
|
2021
Q1 | $2.25M | Buy |
74,780
+31,884
| +74% | +$960K | 0.02% | 271 |
|
|
2020
Q4 | $1.06M | Buy |
+42,896
| New | +$1.06M | 0.01% | 379 |
|
|
2020
Q1 | – | Sell |
-62,004
| Closed | -$1.33M | – | 506 |
|
|
2019
Q4 | $1.33M | Buy |
62,004
+29,835
| +93% | +$638K | 0.01% | 279 |
|
|
2019
Q3 | $592K | Buy |
+32,169
| New | +$592K | 0.01% | 251 |
|
|
2019
Q1 | – | Sell |
-79,009
| Closed | -$1.37M | – | 412 |
|
|
2018
Q4 | $1.37M | Buy |
79,009
+48,410
| +158% | +$841K | 0.01% | 296 |
|
|
2018
Q3 | $672K | Buy |
+30,599
| New | +$672K | 0.01% | 258 |
|
|
2018
Q2 | – | Sell |
-68,427
| Closed | -$1.56M | – | 496 |
|
|
2018
Q1 | $1.56M | Buy |
+68,427
| New | +$1.56M | 0.01% | 207 |
|
|
2015
Q4 | – | Sell |
-26,100
| Closed | -$529K | – | 349 |
|
|
2015
Q3 | $529K | Buy |
+26,100
| New | +$529K | 0.01% | 319 |
|
|
2013
Q3 | – | Sell |
-58,500
| Closed | -$1.53M | – | 356 |
|
|
2013
Q2 | $1.53M | Buy |
+58,500
| New | +$1.53M | 0.01% | 168 |
|