SEI Investments’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.5M | Sell |
860,887
-121,511
| -12% | -$6.31M | 0.03% | 545 |
|
|
2025
Q4 | $60.9M | Buy |
982,398
+408,279
| +71% | +$23.4M | 0.06% | 333 |
|
|
2025
Q3 | $37.6M | Buy |
574,119
+76,894
| +15% | +$4.69M | 0.04% | 466 |
|
|
2025
Q2 | $27.2M | Buy |
497,225
+119,835
| +32% | +$5.93M | 0.03% | 564 |
|
|
2025
Q1 | $20.2M | Sell |
377,390
-45,643
| -11% | -$3.1M | 0.03% | 670 |
|
|
2024
Q4 | $33.2M | Buy |
423,033
+27,228
| +7% | +$1.96M | 0.04% | 445 |
|
|
2024
Q3 | $24.4M | Buy |
395,805
+18,069
| +5% | +$1.03M | 0.03% | 570 |
|
|
2024
Q2 | $18.8M | Buy |
377,736
+1,139
| +0.3% | +$51.1K | 0.03% | 628 |
|
|
2024
Q1 | $16.6M | Buy |
376,597
+180,702
| +92% | +$7.53M | 0.02% | 685 |
|
|
2023
Q4 | $7.92M | Buy |
195,895
+25,023
| +15% | +$885K | 0.01% | 985 |
|
|
2023
Q3 | $6.26M | Buy |
170,872
+40,909
| +31% | +$1.47M | 0.01% | 1061 |
|
|
2023
Q2 | $4.31M | Buy |
129,963
+8,481
| +7% | +$265K | 0.01% | 1259 |
|
|
2023
Q1 | $3.86M | Buy |
121,482
+64,024
| +111% | +$2.31M | 0.01% | 1311 |
|
|
2022
Q4 | $1.88M | Sell |
57,458
-9,610
| -14% | -$319K | ﹤0.01% | 1530 |
|
|
2022
Q3 | $1.89M | Buy |
67,068
+7,098
| +12% | +$215K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $1.6M | Buy |
59,970
+23,861
| +66% | +$705K | ﹤0.01% | 1655 |
|
|
2022
Q1 | $1.17M | Sell |
36,109
-102,180
| -74% | -$3.47M | ﹤0.01% | 1763 |
|
|
2021
Q4 | $5.19M | Buy |
138,289
+65,219
| +89% | +$2.51M | 0.01% | 1118 |
|
|
2021
Q3 | $2.66M | Sell |
73,070
-96,336
| -57% | -$3.22M | 0.01% | 1384 |
|
|
2021
Q2 | $5.61M | Buy |
+169,406
| New | +$5.17M | 0.01% | 1018 |
|
|
2020
Q2 | – | Sell |
-27,146
| Closed | -$346K | – | 2421 |
|
|
2020
Q1 | $346K | Sell |
27,146
-62,609
| -70% | -$1.2M | ﹤0.01% | 1864 |
|
|
2019
Q4 | $1.83M | Buy |
89,755
+58,162
| +184% | +$1.1M | 0.01% | 1382 |
|
|
2019
Q3 | $559K | Buy |
31,593
+18,886
| +149% | +$336K | ﹤0.01% | 1827 |
|
|
2019
Q2 | $219K | Sell |
12,707
-39,638
| -76% | -$680K | ﹤0.01% | 2222 |
|
|
2019
Q1 | $880K | Buy |
52,345
+44,993
| +612% | +$794K | ﹤0.01% | 1635 |
|
|
2018
Q4 | $134K | Buy |
7,352
+2,570
| +54% | +$47.1K | ﹤0.01% | 2131 |
|
|
2018
Q3 | $94K | Sell |
4,782
-4,756
| -50% | -$99.1K | ﹤0.01% | 2096 |
|
|
2018
Q2 | $194K | Sell |
9,538
-31,079
| -77% | -$651K | ﹤0.01% | 2078 |
|
|
2018
Q1 | $826K | Sell |
40,617
-22,693
| -36% | -$514K | ﹤0.01% | 1485 |
|
|
2017
Q4 | $1.5M | Sell |
63,310
-14,499
| -19% | -$334K | 0.01% | 1392 |
|
|
2017
Q3 | $1.76M | Sell |
77,809
-712
| -0.9% | -$16K | 0.01% | 1260 |
|
|
2017
Q2 | $1.84M | Buy |
78,521
+8,349
| +12% | +$190K | 0.01% | 1225 |
|
|
2017
Q1 | $1.63M | Buy |
70,172
+34,842
| +99% | +$779K | 0.01% | 1228 |
|
|
2016
Q4 | $735K | Buy |
35,330
+7,293
| +26% | +$136K | ﹤0.01% | 1468 |
|
|
2016
Q3 | $477K | Buy |
28,037
+558
| +2% | +$9.24K | ﹤0.01% | 1467 |
|
|
2016
Q2 | $427K | Buy |
27,479
+26,594
| +3,005% | +$406K | ﹤0.01% | 1392 |
|
|
2016
Q1 | $12K | Buy |
885
+106
| +14% | +$1.49K | ﹤0.01% | 2145 |
|
|
2015
Q4 | $12K | Sell |
779
-558
| -42% | -$9.33K | ﹤0.01% | 2193 |
|
|
2015
Q3 | $25K | Sell |
1,337
-25
| -2% | -$502 | ﹤0.01% | 2025 |
|
|
2015
Q2 | $30K | Buy |
1,362
+849
| +165% | +$18.1K | ﹤0.01% | 1762 |
|
|
2015
Q1 | $7K | Buy |
513
+20
| +4% | +$413 | ﹤0.01% | 1968 |
|
|
2014
Q4 | $7K | Buy |
+493
| New | +$10.2K | ﹤0.01% | 1920 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
