Roberts Capital Advisors’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 | $689K | Hold |
12,594
| – | – | 0.51% | 61 |
|
|
2025
Q1 | $675K | Hold |
12,594
| – | – | 0.59% | 49 |
|
|
2024
Q4 | $987K | Hold |
12,594
| – | – | 0.83% | 31 |
|
|
2024
Q3 | $775K | Hold |
12,594
| – | – | 0.66% | 45 |
|
|
2024
Q2 | $555K | Hold |
12,594
| – | – | 0.53% | 56 |
|
|
2024
Q1 | $555K | Buy |
+12,594
| New | +$555K | 0.53% | 56 |
|
|
2022
Q3 | $398K | Hold |
14,121
| – | – | 0.58% | 54 |
|
|
2022
Q2 | $373K | Hold |
14,121
| – | – | 0.51% | 68 |
|
|
2022
Q1 | $443K | Hold |
14,121
| – | – | 0.46% | 77 |
|
|
2021
Q4 | $524K | Buy |
+14,121
| New | +$524K | 0.49% | 80 |
|