Shell Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $496K | Sell |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $637K | Buy |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $976K | Sell |
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|
2021
Q2 | $938K | Buy |
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|
2021
Q1 | $781K | Sell |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $53K | Sell |
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|
2019
Q3 | $196K | Sell |
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|
2019
Q2 | $228K | Sell |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q4 | $293K | Sell |
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|
2018
Q3 | $549K | Buy |
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|
2018
Q2 | $418K | Hold |
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|
2018
Q1 | $417K | Hold |
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|
2017
Q4 | $486K | Hold |
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|
2017
Q3 | $464K | Sell |
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|
2017
Q2 | $549K | Hold |
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|
2017
Q1 | $546K | Buy |
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|
2016
Q4 | $447K | Hold |
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|
2016
Q3 | $366K | Hold |
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|
2016
Q2 | $333K | Buy |
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|
2016
Q1 | $296K | Buy |
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|
2015
Q4 | $317K | Sell |
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|
2015
Q3 | $1.12M | Buy |
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|
2015
Q2 | $615K | Sell |
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|
2015
Q1 | $764K | Sell |
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|
2014
Q4 | $1.03M | Sell |
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|
2014
Q3 | $1.12M | Sell |
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|
2014
Q2 | $1.24M | Sell |
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|
2014
Q1 | $1.48M | Hold |
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|
2013
Q4 | $1.49M | Sell |
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|
2013
Q3 | $2.08M | Sell |
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|
2013
Q2 | $2.03M | Buy |
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