UBS Group’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.5M | Sell |
908,092
-83,725
| -8% | -$4.35M | 0.01% | 1928 |
|
|
2025
Q4 | $61.5M | Sell |
991,817
-69,891
| -7% | -$4.01M | 0.01% | 1411 |
|
|
2025
Q3 | $69.5M | Buy |
1,061,708
+643,754
| +154% | +$39.3M | 0.01% | 1323 |
|
|
2025
Q2 | $22.9M | Buy |
417,954
+14,487
| +4% | +$717K | ﹤0.01% | 2237 |
|
|
2025
Q1 | $21.6M | Buy |
403,467
+138,506
| +52% | +$9.4M | ﹤0.01% | 2241 |
|
|
2024
Q4 | $20.8M | Buy |
264,961
+96,704
| +57% | +$6.96M | ﹤0.01% | 2283 |
|
|
2024
Q3 | $10.4M | Buy |
168,257
+45,876
| +37% | +$2.6M | ﹤0.01% | 2334 |
|
|
2024
Q2 | $6.09M | Sell |
122,381
-16,932
| -12% | -$760K | ﹤0.01% | 2662 |
|
|
2024
Q1 | $6.14M | Buy |
139,313
+29,050
| +26% | +$1.21M | ﹤0.01% | 2750 |
|
|
2023
Q4 | $4.46M | Sell |
110,263
-30,423
| -22% | -$1.08M | ﹤0.01% | 2902 |
|
|
2023
Q3 | $5.15M | Buy |
140,686
+108,099
| +332% | +$3.87M | ﹤0.01% | 2537 |
|
|
2023
Q2 | $1.08M | Sell |
32,587
-45,564
| -58% | -$1.42M | ﹤0.01% | 4167 |
|
|
2023
Q1 | $2.48M | Buy |
78,151
+3,011
| +4% | +$109K | ﹤0.01% | 3201 |
|
|
2022
Q4 | $2.46M | Buy |
75,140
+25,179
| +50% | +$837K | ﹤0.01% | 3188 |
|
|
2022
Q3 | $1.41M | Sell |
49,961
-34,302
| -41% | -$1.04M | ﹤0.01% | 3461 |
|
|
2022
Q2 | $2.23M | Sell |
84,263
-64,490
| -43% | -$1.91M | ﹤0.01% | 3062 |
|
|
2022
Q1 | $4.67M | Sell |
148,753
-110,035
| -43% | -$3.74M | ﹤0.01% | 2601 |
|
|
2021
Q4 | $9.6M | Sell |
258,788
-18
| -0% | -$693 | ﹤0.01% | 2177 |
|
|
2021
Q3 | $9.19M | Sell |
258,806
-22,503
| -8% | -$753K | ﹤0.01% | 2093 |
|
|
2021
Q2 | $9.2M | Buy |
281,309
+41,883
| +17% | +$1.28M | ﹤0.01% | 2120 |
|
|
2021
Q1 | $6.89M | Sell |
239,426
-51,499
| -18% | -$1.4M | ﹤0.01% | 2289 |
|
|
2020
Q4 | $6.84M | Buy |
290,925
+33,019
| +13% | +$693K | ﹤0.01% | 2161 |
|
|
2020
Q3 | $4.44M | Buy |
257,906
+133,405
| +107% | +$2.18M | ﹤0.01% | 2315 |
|
|
2020
Q2 | $1.85M | Sell |
124,501
-141,562
| -53% | -$1.9M | ﹤0.01% | 2949 |
|
|
2020
Q1 | $3.48M | Sell |
266,063
-346,604
| -57% | -$6.62M | ﹤0.01% | 2248 |
|
|
2019
Q4 | $12.5M | Buy |
612,667
+328,770
| +116% | +$6.22M | 0.01% | 1750 |
|
|
2019
Q3 | $4.99M | Sell |
283,897
-107,897
| -28% | -$1.92M | ﹤0.01% | 2386 |
|
|
2019
Q2 | $6.75M | Buy |
391,794
+60,671
| +18% | +$1.04M | ﹤0.01% | 2091 |
|
|
2019
Q1 | $5.57M | Buy |
331,123
+103,347
| +45% | +$1.82M | ﹤0.01% | 2120 |
|
|
2018
Q4 | $3.54M | Sell |
227,776
-89,488
| -28% | -$1.64M | ﹤0.01% | 2486 |
|
|
2018
Q3 | $6.24M | Sell |
317,264
-35,346
| -10% | -$737K | ﹤0.01% | 2164 |
|
|
2018
Q2 | $7.18M | Sell |
352,610
-93,726
| -21% | -$1.96M | ﹤0.01% | 2020 |
|
|
2018
Q1 | $9.08M | Buy |
446,336
+8,633
| +2% | +$196K | 0.01% | 1785 |
|
|
2017
Q4 | $10.4M | Buy |
437,703
+117,399
| +37% | +$2.71M | 0.01% | 1685 |
|
|
2017
Q3 | $7.24M | Buy |
320,304
+10,165
| +3% | +$228K | ﹤0.01% | 1866 |
|
|
2017
Q2 | $7.26M | Buy |
310,139
+74,324
| +32% | +$1.69M | ﹤0.01% | 1806 |
|
|
2017
Q1 | $5.49M | Sell |
235,815
-2,278
| -1% | -$50.9K | ﹤0.01% | 2017 |
|
|
2016
Q4 | $4.96M | Sell |
238,093
-17,124
| -7% | -$320K | ﹤0.01% | 2106 |
|
|
2016
Q3 | $4.35M | Buy |
255,217
+54,956
| +27% | +$910K | ﹤0.01% | 2150 |
|
|
2016
Q2 | $3.11M | Buy |
200,261
+14,003
| +8% | +$214K | ﹤0.01% | 2399 |
|
|
2016
Q1 | $2.7M | Buy |
186,258
+56,940
| +44% | +$801K | ﹤0.01% | 2405 |
|
|
2015
Q4 | $2.01M | Sell |
129,318
-52,769
| -29% | -$882K | ﹤0.01% | 2782 |
|
|
2015
Q3 | $3.3M | Buy |
182,087
+52,087
| +40% | +$1.05M | ﹤0.01% | 2284 |
|
|
2015
Q2 | $2.83M | Sell |
130,000
-72,339
| -36% | -$1.55M | ﹤0.01% | 2644 |
|
|
2015
Q1 | $4.04M | Sell |
202,339
-165,992
| -45% | -$3.43M | ﹤0.01% | 2253 |
|
|
2014
Q4 | $7.39M | Buy |
+368,331
| New | +$7.6M | 0.01% | 1748 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
