USA Financial Formulas’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
Q1 | – | Sell |
-4,891
| Closed | -$383K | – | 332 |
|
|
2024
Q4 | $383K | Sell |
4,891
-733
| -13% | -$57.5K | 0.06% | 109 |
|
|
2024
Q3 | $346K | Buy |
+5,624
| New | +$346K | 0.05% | 103 |
|
|
2017
Q2 | – | Sell |
-164,211
| Closed | -$3.82M | – | 269 |
|
|
2017
Q1 | $3.82M | Buy |
164,211
+134,536
| +453% | +$3.13M | 0.92% | 31 |
|
|
2016
Q4 | $618K | Buy |
+29,675
| New | +$618K | 0.15% | 102 |
|