United Services Automobile Association’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 | – | Sell |
-10,338
| Closed | -$540K | – | 529 |
|
|
2025
Q1 | $540K | Hold |
10,338
| – | – | 0.02% | 494 |
|
|
2024
Q4 | $810K | Sell |
10,338
-155
| -1% | -$12.2K | 0.03% | 236 |
|
|
2024
Q3 | $646K | Sell |
10,493
-2,726
| -21% | -$168K | 0.02% | 252 |
|
|
2024
Q2 | $658K | Buy |
13,219
+264
| +2% | +$13.1K | 0.02% | 291 |
|
|
2024
Q1 | $571K | Hold |
12,955
| – | – | 0.01% | 322 |
|
|
2023
Q4 | $524K | Buy |
12,955
+1,382
| +12% | +$55.8K | 0.01% | 332 |
|
|
2023
Q3 | $424K | Buy |
11,573
+409
| +4% | +$15K | 0.01% | 323 |
|
|
2023
Q2 | $370K | Buy |
11,164
+170
| +2% | +$5.64K | 0.01% | 294 |
|
|
2023
Q1 | $349K | Sell |
10,994
-10,655
| -49% | -$338K | 0.01% | 292 |
|
|
2022
Q4 | $709K | Hold |
21,649
| – | – | 0.02% | 360 |
|
|
2022
Q3 | $610K | Hold |
21,649
| – | – | 0.02% | 379 |
|
|
2022
Q2 | $572K | Buy |
+21,649
| New | +$572K | 0.01% | 394 |
|
|
2019
Q3 | – | Sell |
-860,607
| Closed | -$14.8M | – | 1088 |
|
|
2019
Q2 | $14.8M | Sell |
860,607
-412,082
| -32% | -$7.09M | 0.04% | 432 |
|
|
2019
Q1 | $21.4M | Sell |
1,272,689
-577
| -0% | -$9.71K | 0.06% | 339 |
|
|
2018
Q4 | $19.8M | Sell |
1,273,266
-12,758
| -1% | -$198K | 0.06% | 332 |
|
|
2018
Q3 | $25.3M | Buy |
+1,286,024
| New | +$25.3M | 0.06% | 314 |
|
|
2018
Q2 | – | Sell |
-116,354
| Closed | -$2.37M | – | 2317 |
|
|
2018
Q1 | $2.37M | Sell |
116,354
-13,368
| -10% | -$272K | 0.01% | 1079 |
|
|
2017
Q4 | $3.08M | Buy |
129,722
+14,494
| +13% | +$344K | 0.01% | 945 |
|
|
2017
Q3 | $2.6M | Buy |
115,228
+1,207
| +1% | +$27.3K | 0.01% | 975 |
|
|
2017
Q2 | $2.67M | Sell |
114,021
-10,042
| -8% | -$235K | 0.01% | 940 |
|
|
2017
Q1 | $2.89M | Buy |
124,063
+10,028
| +9% | +$233K | 0.01% | 904 |
|
|
2016
Q4 | $2.37M | Buy |
114,035
+14
| +0% | +$291 | 0.01% | 940 |
|
|
2016
Q3 | $1.94M | Sell |
114,021
-1,395
| -1% | -$23.8K | 0.01% | 973 |
|
|
2016
Q2 | $1.79M | Sell |
115,416
-1
| -0% | -$16 | 0.01% | 953 |
|
|
2016
Q1 | $1.67M | Buy |
115,417
+3,346
| +3% | +$48.4K | 0.01% | 955 |
|
|
2015
Q4 | $1.75M | Hold |
112,071
| – | – | 0.01% | 962 |
|
|
2015
Q3 | $2.03M | Buy |
112,071
+12,347
| +12% | +$224K | 0.01% | 916 |
|
|
2015
Q2 | $2.17M | Sell |
99,724
-1,117
| -1% | -$24.3K | 0.01% | 957 |
|
|
2015
Q1 | $2.01M | Buy |
100,841
+5,617
| +6% | +$112K | 0.01% | 964 |
|
|
2014
Q4 | $1.91M | Sell |
95,224
-387
| -0.4% | -$7.77K | 0.01% | 978 |
|
|
2014
Q3 | $2.04M | Sell |
95,611
-384
| -0.4% | -$8.19K | 0.01% | 931 |
|
|
2014
Q2 | $2.25M | Buy |
95,995
+2,098
| +2% | +$49.2K | 0.01% | 910 |
|
|
2014
Q1 | $2.35M | Buy |
93,897
+1,399
| +2% | +$35.1K | 0.01% | 899 |
|
|
2013
Q4 | $2.35M | Hold |
92,498
| – | – | 0.01% | 909 |
|
|
2013
Q3 | $2.26M | Buy |
92,498
+4,152
| +5% | +$101K | 0.01% | 898 |
|
|
2013
Q2 | $2.07M | Buy |
+88,346
| New | +$2.07M | 0.01% | 859 |
|