Rockefeller 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
Q1 | – | Sell |
-38,338
| Closed | -$3.01M | – | 1704 |
|
|
2024
Q4 | $3.01M | Sell |
38,338
-217
| -0.6% | -$17K | 0.01% | 871 |
|
|
2024
Q3 | $2.37M | Buy |
38,555
+12,441
| +48% | +$766K | 0.01% | 939 |
|
|
2024
Q2 | $1.3M | Buy |
+26,114
| New | +$1.3M | ﹤0.01% | 1121 |
|
|
2023
Q1 | – | Sell |
-333
| Closed | -$10K | – | 2960 |
|
|
2022
Q4 | $10K | Buy |
333
+1
| +0.3% | +$30 | ﹤0.01% | 3076 |
|
|
2022
Q3 | $9K | Sell |
332
-44
| -12% | -$1.19K | ﹤0.01% | 3138 |
|
|
2022
Q2 | $9K | Buy |
376
+4
| +1% | +$96 | ﹤0.01% | 3173 |
|
|
2022
Q1 | $11K | Buy |
372
+31
| +9% | +$917 | ﹤0.01% | 2996 |
|
|
2021
Q4 | $12K | Sell |
341
-58
| -15% | -$2.04K | ﹤0.01% | 2890 |
|
|
2021
Q3 | $14K | Buy |
399
+58
| +17% | +$2.04K | ﹤0.01% | 2735 |
|
|
2021
Q2 | $11K | Sell |
341
-431
| -56% | -$13.9K | ﹤0.01% | 2741 |
|
|
2021
Q1 | $22K | Sell |
772
-99
| -11% | -$2.82K | ﹤0.01% | 2238 |
|
|
2020
Q4 | $20K | Buy |
871
+100
| +13% | +$2.3K | ﹤0.01% | 2012 |
|
|
2020
Q3 | $13K | Buy |
771
+51
| +7% | +$860 | ﹤0.01% | 1937 |
|
|
2020
Q2 | $11K | Buy |
720
+41
| +6% | +$626 | ﹤0.01% | 1862 |
|
|
2020
Q1 | $9K | Buy |
679
+339
| +100% | +$4.49K | ﹤0.01% | 1773 |
|
|
2019
Q4 | $7K | Buy |
340
+1
| +0.3% | +$21 | ﹤0.01% | 1704 |
|
|
2019
Q3 | $6K | Buy |
339
+262
| +340% | +$4.64K | ﹤0.01% | 1579 |
|
|
2019
Q2 | $1K | Sell |
77
-359
| -82% | -$4.66K | ﹤0.01% | 1597 |
|
|
2019
Q1 | $8K | Buy |
436
+268
| +160% | +$4.92K | ﹤0.01% | 1531 |
|
|
2018
Q4 | $3K | Hold |
168
| – | – | ﹤0.01% | 841 |
|
|
2018
Q3 | $3K | Hold |
168
| – | – | ﹤0.01% | 706 |
|
|
2018
Q2 | $3K | Buy |
+168
| New | +$3K | ﹤0.01% | 728 |
|