Vestmark Advisory Solutions’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 |
-3,122
| Closed | -$245K | – | 656 |
|
|
2024
Q4 | $245K | Buy |
+3,122
| New | +$245K | 0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-18,705
| Closed | -$620K | – | 670 |
|
|
2023
Q2 | $620K | Buy |
18,705
+301
| +2% | +$9.98K | 0.02% | 545 |
|
|
2023
Q1 | $584K | Buy |
18,404
+181
| +1% | +$5.75K | 0.03% | 552 |
|
|
2022
Q4 | $597K | Buy |
18,223
+313
| +2% | +$10.3K | 0.03% | 528 |
|
|
2022
Q3 | $505K | Sell |
17,910
-454
| -2% | -$12.8K | 0.03% | 537 |
|
|
2022
Q2 | $485K | Buy |
18,364
+622
| +4% | +$16.4K | 0.03% | 544 |
|
|
2022
Q1 | $557K | Sell |
17,742
-2,378
| -12% | -$74.7K | 0.03% | 503 |
|
|
2021
Q4 | $746K | Buy |
20,120
+1,464
| +8% | +$54.3K | 0.04% | 431 |
|
|
2021
Q3 | $662K | Buy |
18,656
+2,887
| +18% | +$102K | 0.04% | 416 |
|
|
2021
Q2 | $516K | Sell |
15,769
-116
| -0.7% | -$3.8K | 0.04% | 465 |
|
|
2021
Q1 | $457K | Buy |
+15,885
| New | +$457K | 0.04% | 460 |
|