Sanders Morris Harris’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 | $230K | Hold |
4,200
| – | – | 0.05% | 129 |
|
|
2025
Q1 | $225K | Hold |
4,200
| – | – | 0.03% | 241 |
|
|
2024
Q4 | $331K | Hold |
4,200
| – | – | 0.05% | 209 |
|
|
2024
Q3 | $259K | Hold |
4,200
| – | – | 0.04% | 233 |
|
|
2024
Q2 | $209K | Buy |
+4,200
| New | +$209K | 0.03% | 251 |
|
|
2020
Q4 | – | Sell |
-58,017
| Closed | -$998K | – | 297 |
|
|
2020
Q3 | $998K | Sell |
58,017
-26,813
| -32% | -$461K | 0.27% | 74 |
|
|
2020
Q2 | $1.26M | Sell |
84,830
-2,093
| -2% | -$31.1K | 0.61% | 28 |
|
|
2020
Q1 | $1K | Sell |
86,923
-21,181
| -20% | -$244 | ﹤0.01% | 141 |
|
|
2019
Q4 | $1.94M | Buy |
108,104
+10,721
| +11% | +$193K | 0.44% | 59 |
|
|
2019
Q3 | $1.71M | Sell |
97,383
-12,878
| -12% | -$227K | 0.41% | 62 |
|
|
2019
Q2 | $1.9M | Sell |
110,261
-5,194
| -4% | -$89.4K | 0.49% | 49 |
|
|
2019
Q1 | $1.94M | Sell |
115,455
-5,307
| -4% | -$89.3K | 0.94% | 23 |
|
|
2018
Q4 | $1.88M | Sell |
120,762
-58,369
| -33% | -$907K | 1.03% | 22 |
|
|
2018
Q3 | $3.52M | Sell |
179,131
-1,118
| -0.6% | -$22K | 1.65% | 15 |
|
|
2018
Q2 | $3.67M | Sell |
180,249
-12,902
| -7% | -$263K | 1.7% | 17 |
|
|
2018
Q1 | $3.93M | Buy |
193,151
+18,991
| +11% | +$386K | 1.65% | 15 |
|
|
2017
Q4 | $4.13M | Buy |
+174,160
| New | +$4.13M | 1.74% | 14 |
|