UMB Bank’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 | $485K | Buy |
8,864
+330
| +4% | +$18K | 0.01% | 418 |
|
|
2025
Q1 | $457K | Buy |
8,534
+465
| +6% | +$24.9K | 0.01% | 411 |
|
|
2024
Q4 | $633K | Sell |
8,069
-11
| -0.1% | -$862 | 0.01% | 381 |
|
|
2024
Q3 | $497K | Buy |
8,080
+401
| +5% | +$24.7K | 0.01% | 409 |
|
|
2024
Q2 | $382K | Buy |
7,679
+39
| +0.5% | +$1.94K | 0.01% | 434 |
|
|
2024
Q1 | $337K | Buy |
7,640
+364
| +5% | +$16.1K | 0.01% | 473 |
|
|
2023
Q4 | $294K | Sell |
7,276
-82
| -1% | -$3.31K | ﹤0.01% | 498 |
|
|
2023
Q3 | $270K | Hold |
7,358
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $244K | Hold |
7,358
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $234K | Sell |
7,358
-338
| -4% | -$10.7K | ﹤0.01% | 543 |
|
|
2022
Q4 | $252K | Sell |
7,696
-207
| -3% | -$6.78K | ﹤0.01% | 532 |
|
|
2022
Q3 | $222K | Sell |
7,903
-128
| -2% | -$3.6K | ﹤0.01% | 581 |
|
|
2022
Q2 | $213K | Hold |
8,031
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $252K | Buy |
8,031
+81
| +1% | +$2.54K | ﹤0.01% | 612 |
|
|
2021
Q4 | $295K | Buy |
+7,950
| New | +$295K | ﹤0.01% | 590 |
|