TAM
Tocqueville Asset Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
68,884
+1,515
| +2% | +$82.9K | 0.06% | 232 |
|
|
2025
Q1 | $3.61M | Sell |
67,369
-605
| -0.9% | -$32.4K | 0.06% | 210 |
|
|
2024
Q4 | $5.33M | Sell |
67,974
-1,476
| -2% | -$116K | 0.08% | 176 |
|
|
2024
Q3 | $4.27M | Sell |
69,450
-7,600
| -10% | -$468K | 0.07% | 196 |
|
|
2024
Q2 | $3.83M | Buy |
77,050
+15,320
| +25% | +$762K | 0.06% | 200 |
|
|
2024
Q1 | $2.72M | Buy |
+61,730
| New | +$2.72M | 0.04% | 242 |
|
|
2020
Q2 | – | Sell |
-37,061
| Closed | -$507K | – | 667 |
|
|
2020
Q1 | $507K | Sell |
37,061
-31,380
| -46% | -$429K | 0.01% | 451 |
|
|
2019
Q4 | $1.46M | Sell |
68,441
-10,440
| -13% | -$223K | 0.02% | 395 |
|
|
2019
Q3 | $1.45M | Sell |
78,881
-404
| -0.5% | -$107K | 0.02% | 412 |
|
|
2019
Q2 | $1.53M | Sell |
79,285
-150
| -0.2% | -$2.89K | 0.02% | 419 |
|
|
2019
Q1 | $1.49M | Sell |
79,435
-143,825
| -64% | -$2.7M | 0.02% | 416 |
|
|
2018
Q4 | $3.88M | Sell |
223,260
-3,512
| -2% | -$61K | 0.06% | 300 |
|
|
2018
Q3 | $4.98M | Sell |
226,772
-5,501
| -2% | -$121K | 0.06% | 287 |
|
|
2018
Q2 | $5.28M | Sell |
232,273
-540
| -0.2% | -$12.3K | 0.07% | 291 |
|
|
2018
Q1 | $5.29M | Sell |
232,813
-700
| -0.3% | -$15.9K | 0.07% | 296 |
|
|
2017
Q4 | $6.19M | Sell |
233,513
-597
| -0.3% | -$15.8K | 0.07% | 277 |
|
|
2017
Q3 | $5.91M | Buy |
+234,110
| New | +$5.91M | 0.07% | 286 |
|
|
2014
Q3 | – | Sell |
-750
| Closed | -$20K | – | 1061 |
|
|
2014
Q2 | $20K | Hold |
750
| – | – | ﹤0.01% | 1453 |
|
|
2014
Q1 | $21K | Hold |
750
| – | – | ﹤0.01% | 1113 |
|
|
2013
Q4 | $21K | Buy |
+750
| New | +$21K | ﹤0.01% | 1129 |
|