Truist Financial’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 | $3.76M | Sell |
68,837
-7,046
| -9% | -$385K | 0.01% | 987 |
|
|
2025
Q1 | $4.07M | Buy |
75,883
+69,765
| +1,140% | +$3.74M | 0.01% | 909 |
|
|
2024
Q4 | $480K | Buy |
6,118
+1,230
| +25% | +$96.4K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $301K | Buy |
4,888
+377
| +8% | +$23.2K | ﹤0.01% | 2117 |
|
|
2024
Q2 | $224K | Sell |
4,511
-8,572
| -66% | -$427K | ﹤0.01% | 2425 |
|
|
2024
Q1 | $577K | Buy |
+13,083
| New | +$577K | ﹤0.01% | 1879 |
|
|
2023
Q4 | – | Sell |
-29,293
| Closed | -$1.07M | – | 2668 |
|
|
2023
Q3 | $1.07M | Buy |
29,293
+214
| +0.7% | +$7.84K | ﹤0.01% | 1523 |
|
|
2023
Q2 | $965K | Sell |
29,079
-13,612
| -32% | -$452K | ﹤0.01% | 1599 |
|
|
2023
Q1 | $1.36M | Sell |
42,691
-48,114
| -53% | -$1.53M | ﹤0.01% | 1402 |
|
|
2022
Q4 | $2.98M | Buy |
90,805
+12,309
| +16% | +$403K | 0.01% | 1028 |
|
|
2022
Q3 | $2.21M | Buy |
78,496
+40,100
| +104% | +$1.13M | ﹤0.01% | 1113 |
|
|
2022
Q2 | $1.01M | Sell |
38,396
-279,912
| -88% | -$7.38M | ﹤0.01% | 1537 |
|
|
2022
Q1 | $10M | Buy |
318,308
+249,191
| +361% | +$7.83M | 0.02% | 633 |
|
|
2021
Q4 | $2.56M | Buy |
69,117
+7,036
| +11% | +$261K | ﹤0.01% | 1160 |
|
|
2021
Q3 | $2.2M | Sell |
62,081
-764,013
| -92% | -$27.1M | ﹤0.01% | 1227 |
|
|
2021
Q2 | $27M | Sell |
826,094
-35,861
| -4% | -$1.17M | 0.04% | 357 |
|
|
2021
Q1 | $24.8M | Sell |
861,955
-48,295
| -5% | -$1.39M | 0.04% | 358 |
|
|
2020
Q4 | $21.4M | Sell |
910,250
-595,223
| -40% | -$14M | 0.04% | 369 |
|
|
2020
Q3 | $25.9M | Sell |
1,505,473
-443,380
| -23% | -$7.63M | 0.06% | 291 |
|
|
2020
Q2 | $29M | Sell |
1,948,853
-1,324,531
| -40% | -$19.7M | 0.07% | 270 |
|
|
2020
Q1 | $42.8M | Sell |
3,273,384
-56,383
| -2% | -$737K | 0.11% | 192 |
|
|
2019
Q4 | $68M | Buy |
3,329,767
+3,317,224
| +26,447% | +$67.8M | 0.14% | 159 |
|
|
2019
Q3 | $220K | Sell |
12,543
-2,180
| -15% | -$38.2K | ﹤0.01% | 735 |
|
|
2019
Q2 | $253K | Sell |
14,723
-646
| -4% | -$11.1K | ﹤0.01% | 718 |
|
|
2019
Q1 | $258K | Sell |
15,369
-715
| -4% | -$12K | ﹤0.01% | 691 |
|
|
2018
Q4 | $250K | Sell |
16,084
-2,361
| -13% | -$36.7K | 0.01% | 685 |
|
|
2018
Q3 | $362K | Buy |
18,445
+2,363
| +15% | +$46.4K | 0.01% | 649 |
|
|
2018
Q2 | $328K | Buy |
16,082
+12
| +0.1% | +$245 | 0.01% | 661 |
|
|
2018
Q1 | $327K | Buy |
16,070
+420
| +3% | +$8.55K | 0.01% | 645 |
|
|
2017
Q4 | $371K | Buy |
15,650
+3,525
| +29% | +$83.6K | 0.01% | 641 |
|
|
2017
Q3 | $274K | Buy |
12,125
+409
| +3% | +$9.24K | 0.01% | 699 |
|
|
2017
Q2 | $274K | Sell |
11,716
-2,460
| -17% | -$57.5K | 0.01% | 690 |
|
|
2017
Q1 | $330K | Sell |
14,176
-389
| -3% | -$9.06K | 0.01% | 659 |
|
|
2016
Q4 | $303K | Sell |
14,565
-7,570
| -34% | -$157K | 0.01% | 697 |
|
|
2016
Q3 | $377K | Sell |
22,135
-11,474
| -34% | -$195K | 0.01% | 639 |
|
|
2016
Q2 | $521K | Sell |
33,609
-14,107
| -30% | -$219K | 0.01% | 575 |
|
|
2016
Q1 | $691K | Sell |
47,716
-2,416
| -5% | -$35K | 0.02% | 489 |
|
|
2015
Q4 | $780K | Sell |
50,132
-21,595
| -30% | -$336K | 0.02% | 452 |
|
|
2015
Q3 | $1.3M | Sell |
71,727
-200
| -0.3% | -$3.63K | 0.03% | 372 |
|
|
2015
Q2 | $1.56M | Buy |
71,927
+4,924
| +7% | +$107K | 0.04% | 319 |
|
|
2015
Q1 | $1.34M | Buy |
67,003
+385
| +0.6% | +$7.68K | 0.04% | 340 |
|
|
2014
Q4 | $1.34M | Buy |
66,618
+5,044
| +8% | +$101K | 0.04% | 338 |
|
|
2014
Q3 | $1.31M | Sell |
61,574
-6,409
| -9% | -$137K | 0.04% | 337 |
|
|
2014
Q2 | $1.6M | Buy |
67,983
+15,753
| +30% | +$370K | 0.05% | 309 |
|
|
2014
Q1 | $1.31M | Buy |
52,230
+38,752
| +288% | +$971K | 0.04% | 324 |
|
|
2013
Q4 | $342K | Sell |
13,478
-5,374
| -29% | -$136K | 0.01% | 592 |
|
|
2013
Q3 | $460K | Sell |
18,852
-64,796
| -77% | -$1.58M | 0.02% | 503 |
|
|
2013
Q2 | $1.96M | Buy |
+83,648
| New | +$1.96M | 0.07% | 248 |
|