Steward Partners Investment Advisory’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 | $182K | Buy |
3,331
+309
| +10% | +$16.9K | ﹤0.01% | 1805 |
|
|
2025
Q1 | $162K | Sell |
3,022
-153
| -5% | -$8.2K | ﹤0.01% | 1748 |
|
|
2024
Q4 | $249K | Buy |
3,175
+375
| +13% | +$29.4K | ﹤0.01% | 1498 |
|
|
2024
Q3 | $172K | Buy |
2,800
+1,188
| +74% | +$73.1K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $80.2K | Sell |
1,612
-137
| -8% | -$6.82K | ﹤0.01% | 1885 |
|
|
2024
Q1 | $77.1K | Buy |
1,749
+249
| +17% | +$11K | ﹤0.01% | 1886 |
|
|
2023
Q4 | $60.6K | Hold |
1,500
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q3 | $54.9K | Hold |
1,500
| – | – | ﹤0.01% | 1866 |
|
|
2023
Q2 | $49.8K | Hold |
1,500
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q1 | $47.6K | Sell |
1,500
-69
| -4% | -$2.19K | ﹤0.01% | 1877 |
|
|
2022
Q4 | $51.4K | Hold |
1,569
| – | – | ﹤0.01% | 1827 |
|
|
2022
Q3 | $44K | Hold |
1,569
| – | – | ﹤0.01% | 1850 |
|
|
2022
Q2 | $41K | Hold |
1,569
| – | – | ﹤0.01% | 1895 |
|
|
2022
Q1 | $49K | Hold |
1,569
| – | – | ﹤0.01% | 1926 |
|
|
2021
Q4 | $58K | Hold |
1,569
| – | – | ﹤0.01% | 1836 |
|
|
2021
Q3 | $56K | Hold |
1,569
| – | – | ﹤0.01% | 1831 |
|
|
2021
Q2 | $51K | Sell |
1,569
-105
| -6% | -$3.41K | ﹤0.01% | 3348 |
|
|
2021
Q1 | $48.2K | Buy |
1,674
+105
| +7% | +$3.02K | ﹤0.01% | 2005 |
|
|
2020
Q4 | $37K | Hold |
1,569
| – | – | ﹤0.01% | 1811 |
|
|
2020
Q3 | $27K | Buy |
+1,569
| New | +$27K | ﹤0.01% | 1774 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 2602 |
|
|
2019
Q4 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 2665 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2649 |
|