UBS AM’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 | $32.1M | Buy |
587,585
+149,746
| +34% | +$8.19M | 0.01% | 856 |
|
|
2025
Q1 | $23.5M | Sell |
437,839
-25,738
| -6% | -$1.38M | 0.01% | 893 |
|
|
2024
Q4 | $36.3M | Buy |
463,577
+30,730
| +7% | +$2.41M | 0.01% | 741 |
|
|
2024
Q3 | $26.6M | Sell |
432,847
-52,199
| -11% | -$3.21M | 0.01% | 842 |
|
|
2024
Q2 | $24.1M | Buy |
485,046
+158,478
| +49% | +$7.89M | 0.01% | 806 |
|
|
2024
Q1 | $14.4M | Sell |
326,568
-7,251
| -2% | -$320K | 0.01% | 894 |
|
|
2023
Q4 | $13.5M | Sell |
333,819
-16,002
| -5% | -$647K | 0.01% | 888 |
|
|
2023
Q3 | $12.8M | Sell |
349,821
-59,687
| -15% | -$2.19M | 0.01% | 878 |
|
|
2023
Q2 | $13M | Hold |
409,508
| – | – | 0.01% | 874 |
|
|
2023
Q1 | $13M | Sell |
409,508
-9,118
| -2% | -$289K | 0.01% | 874 |
|
|
2022
Q4 | $13.7M | Sell |
418,626
-5,876
| -1% | -$193K | 0.01% | 842 |
|
|
2022
Q3 | $12M | Sell |
424,502
-40,945
| -9% | -$1.15M | 0.01% | 899 |
|
|
2022
Q2 | $12.3M | Sell |
465,447
-3,351
| -0.7% | -$88.5K | 0.01% | 885 |
|
|
2022
Q1 | $14.7M | Buy |
468,798
+9,619
| +2% | +$302K | 0.01% | 935 |
|
|
2021
Q4 | $17M | Sell |
459,179
-58,087
| -11% | -$2.15M | 0.01% | 944 |
|
|
2021
Q3 | $18.4M | Buy |
517,266
+7,452
| +1% | +$265K | 0.01% | 894 |
|
|
2021
Q2 | $16.7M | Buy |
509,814
+34,936
| +7% | +$1.14M | 0.01% | 937 |
|
|
2021
Q1 | $13.7M | Sell |
474,878
-23,113
| -5% | -$665K | 0.01% | 976 |
|
|
2020
Q4 | $11.7M | Buy |
497,991
+59,452
| +14% | +$1.4M | 0.01% | 1003 |
|
|
2020
Q3 | $7.55M | Sell |
438,539
-41,234
| -9% | -$710K | ﹤0.01% | 1021 |
|
|
2020
Q2 | $7.13M | Sell |
479,773
-547,262
| -53% | -$8.14M | ﹤0.01% | 1009 |
|
|
2020
Q1 | $13.4M | Sell |
1,027,035
-81,674
| -7% | -$1.07M | 0.01% | 788 |
|
|
2019
Q4 | $22.7M | Buy |
1,108,709
+51,455
| +5% | +$1.05M | 0.01% | 741 |
|
|
2019
Q3 | $18.6M | Buy |
1,057,254
+38,644
| +4% | +$680K | 0.01% | 781 |
|
|
2019
Q2 | $17.5M | Sell |
1,018,610
-53,077
| -5% | -$914K | 0.01% | 797 |
|
|
2019
Q1 | $18M | Sell |
1,071,687
-255,091
| -19% | -$4.29M | 0.01% | 771 |
|
|
2018
Q4 | $20.6M | Sell |
1,326,778
-39,962
| -3% | -$621K | 0.02% | 698 |
|
|
2018
Q3 | $26.9M | Buy |
1,366,740
+216,507
| +19% | +$4.26M | 0.02% | 675 |
|
|
2018
Q2 | $23.4M | Sell |
1,150,233
-15,329
| -1% | -$312K | 0.02% | 731 |
|
|
2018
Q1 | $23.7M | Buy |
1,165,562
+39,061
| +3% | +$795K | 0.02% | 727 |
|
|
2017
Q4 | $26.7M | Sell |
1,126,501
-72,881
| -6% | -$1.73M | 0.02% | 667 |
|
|
2017
Q3 | $27.1M | Sell |
1,199,382
-105,210
| -8% | -$2.38M | 0.02% | 660 |
|
|
2017
Q2 | $30.5M | Buy |
1,304,592
+326,564
| +33% | +$7.65M | 0.03% | 582 |
|
|
2017
Q1 | $22.8M | Buy |
978,028
+50,375
| +5% | +$1.17M | 0.02% | 677 |
|
|
2016
Q4 | $19.3M | Sell |
927,653
-12,040
| -1% | -$251K | 0.02% | 698 |
|
|
2016
Q3 | $16M | Buy |
939,693
+4,888
| +0.5% | +$83.3K | 0.02% | 756 |
|
|
2016
Q2 | $14.5M | Buy |
934,805
+38,668
| +4% | +$600K | 0.02% | 785 |
|
|
2016
Q1 | $13M | Buy |
896,137
+40,445
| +5% | +$585K | 0.02% | 788 |
|
|
2015
Q4 | $13.3M | Sell |
855,692
-173,778
| -17% | -$2.71M | 0.02% | 791 |
|
|
2015
Q3 | $18.7M | Sell |
1,029,470
-125,229
| -11% | -$2.27M | 0.02% | 701 |
|
|
2015
Q2 | $25.1M | Buy |
1,154,699
+11,064
| +1% | +$240K | 0.02% | 640 |
|
|
2015
Q1 | $22.8M | Sell |
1,143,635
-46,016
| -4% | -$918K | 0.02% | 670 |
|
|
2014
Q4 | $23.9M | Buy |
1,189,651
+18,674
| +2% | +$375K | 0.02% | 646 |
|
|
2014
Q3 | $25M | Buy |
1,170,977
+26,282
| +2% | +$561K | 0.02% | 622 |
|
|
2014
Q2 | $26.9M | Buy |
1,144,695
+28,846
| +3% | +$677K | 0.03% | 594 |
|
|
2014
Q1 | $28M | Buy |
1,115,849
+104,115
| +10% | +$2.61M | 0.03% | 560 |
|
|
2013
Q4 | $25.7M | Buy |
1,011,734
+39,186
| +4% | +$994K | 0.03% | 564 |
|
|
2013
Q3 | $23.7M | Sell |
972,548
-150,190
| -13% | -$3.66M | 0.03% | 548 |
|
|
2013
Q2 | $26.4M | Buy |
+1,122,738
| New | +$26.4M | 0.03% | 489 |
|