West Oak Capital’s JEFFERIES GROUP INC(NEW) JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Sell |
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|
2025
Q2 | $113K | Sell |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | $721M | Buy |
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|
2024
Q3 | $566K | Hold |
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|
2024
Q2 | $45.7M | Hold |
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|
2024
Q1 | $40.5M | Hold |
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|
2023
Q4 | $36.6M | Hold |
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|
2023
Q3 | $33.7M | Hold |
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|
2023
Q2 | $30.5M | Hold |
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|
2023
Q1 | $29.2M | Hold |
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|
2022
Q4 | $31.5M | Hold |
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|
2022
Q3 | $27.1M | Hold |
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|
2022
Q2 | $25.4M | Buy |
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|
2022
Q1 | $28.9M | Hold |
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|
2021
Q4 | $34.2M | Hold |
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|
2021
Q3 | $32.7M | Hold |
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|
2021
Q2 | $30.1M | Hold |
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|
2021
Q1 | $26.5M | Hold |
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|
2020
Q4 | $21.7M | Hold |
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|
2020
Q3 | $15.9M | Hold |
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|
2020
Q2 | $13.7M | Hold |
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|
2020
Q1 | $12M | Hold |
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|
2019
Q4 | $18.8M | Hold |
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|
2019
Q3 | $16.2M | Hold |
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|
2019
Q2 | $16.9M | Sell |
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|
2019
Q1 | $16.6M | Hold |
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|
2018
Q4 | $15.3M | Hold |
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|
2018
Q3 | $19.4M | Hold |
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|
2018
Q2 | $20M | Buy |
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