Searle & Co’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 | $328K | Hold |
6,000
| – | – | 0.09% | 140 |
|
|
2025
Q1 | $321K | Hold |
6,000
| – | – | 0.09% | 136 |
|
|
2024
Q4 | $470K | Hold |
6,000
| – | – | 0.14% | 113 |
|
|
2024
Q3 | $369K | Hold |
6,000
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $299K | Hold |
6,000
| – | – | 0.07% | 143 |
|
|
2024
Q1 | $265K | Hold |
6,000
| – | – | 0.07% | 140 |
|
|
2023
Q4 | $242K | Hold |
6,000
| – | – | 0.07% | 148 |
|
|
2023
Q3 | $220K | Hold |
6,000
| – | – | 0.07% | 132 |
|
|
2023
Q2 | $221K | Buy |
+6,000
| New | +$221K | 0.07% | 138 |
|
|
2023
Q1 | – | Sell |
-6,276
| Closed | -$206K | – | 152 |
|
|
2022
Q4 | $206K | Buy |
+6,276
| New | +$206K | 0.07% | 140 |
|
|
2022
Q1 | – | Sell |
-6,276
| Closed | -$233K | – | 157 |
|
|
2021
Q4 | $233K | Hold |
6,276
| – | – | 0.08% | 149 |
|
|
2021
Q3 | $223K | Hold |
6,276
| – | – | 0.09% | 140 |
|
|
2021
Q2 | $205K | Buy |
+6,276
| New | +$205K | 0.08% | 138 |
|
|
2015
Q3 | – | Sell |
-6,703
| Closed | -$145K | – | 178 |
|
|
2015
Q2 | $145K | Hold |
6,703
| – | – | 0.12% | 115 |
|
|
2015
Q1 | $133K | Hold |
6,703
| – | – | 0.11% | 116 |
|
|
2014
Q4 | $134K | Buy |
+6,703
| New | +$134K | 0.11% | 128 |
|