Shelton Capital 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
Q3 | $381K | Hold |
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|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $333K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $406K | Sell |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $342K | Buy |
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