Shelton Capital Management’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 | $319K | Hold |
5,830
| – | – | 0.01% | 467 |
|
|
2025
Q1 | $312K | Sell |
5,830
-297
| -5% | -$15.9K | 0.01% | 456 |
|
|
2024
Q4 | $480K | Sell |
6,127
-579
| -9% | -$45.4K | 0.01% | 358 |
|
|
2024
Q3 | $413K | Sell |
6,706
-202
| -3% | -$12.4K | 0.01% | 393 |
|
|
2024
Q2 | $344K | Sell |
6,908
-352
| -5% | -$17.5K | 0.01% | 425 |
|
|
2024
Q1 | $320K | Hold |
7,260
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $293K | Sell |
7,260
-1,829
| -20% | -$73.9K | 0.01% | 507 |
|
|
2023
Q3 | $333K | Hold |
9,089
| – | – | 0.01% | 420 |
|
|
2023
Q2 | $301K | Hold |
9,089
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $288K | Sell |
9,089
-871
| -9% | -$27.6K | 0.01% | 490 |
|
|
2022
Q4 | $326K | Sell |
9,960
-572
| -5% | -$18.7K | 0.03% | 394 |
|
|
2022
Q3 | $297K | Sell |
10,532
-424
| -4% | -$12K | 0.01% | 448 |
|
|
2022
Q2 | $289K | Hold |
10,956
| – | – | 0.01% | 486 |
|
|
2022
Q1 | $344K | Hold |
10,956
| – | – | 0.01% | 477 |
|
|
2021
Q4 | $406K | Sell |
10,956
-1,038
| -9% | -$38.5K | 0.01% | 431 |
|
|
2021
Q3 | $426K | Hold |
11,994
| – | – | 0.02% | 399 |
|
|
2021
Q2 | $392K | Hold |
11,994
| – | – | 0.01% | 443 |
|
|
2021
Q1 | $345K | Sell |
11,994
-623
| -5% | -$17.9K | 0.01% | 495 |
|
|
2020
Q4 | $297K | Sell |
12,617
-898
| -7% | -$21.1K | 0.01% | 489 |
|
|
2020
Q3 | $233K | Sell |
13,515
-1,561
| -10% | -$26.9K | 0.01% | 616 |
|
|
2020
Q2 | $224K | Sell |
15,076
-532
| -3% | -$7.9K | 0.01% | 547 |
|
|
2020
Q1 | $204K | Sell |
15,608
-1,125
| -7% | -$14.7K | 0.01% | 531 |
|
|
2019
Q4 | $342K | Buy |
+16,733
| New | +$342K | 0.02% | 469 |
|