WOC
JEF
West Oak Capital’s JEFFERIES GROUP INC(NEW) JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
206,607
-728,198
| -78% | -$398K | 4.43% | 3 |
|
|
2025
Q1 | $501K | Buy |
934,805
+15,724
| +2% | +$8.42K | 19.36% | 1 |
|
|
2024
Q4 | $721M | Buy |
919,081
+200
| +0% | +$157K | 25.49% | 1 |
|
|
2024
Q3 | $566K | Hold |
918,881
| – | – | 10.51% | 2 |
|
|
2024
Q2 | $45.7M | Hold |
918,881
| – | – | 18.4% | 1 |
|
|
2024
Q1 | $40.5M | Hold |
918,881
| – | – | 17.23% | 1 |
|
|
2023
Q4 | $36.6M | Hold |
918,881
| – | – | 17.12% | 1 |
|
|
2023
Q3 | $33.7M | Hold |
918,881
| – | – | 16.71% | 1 |
|
|
2023
Q2 | $30.5M | Hold |
918,881
| – | – | 14.81% | 1 |
|
|
2023
Q1 | $29.2M | Hold |
918,881
| – | – | 14.77% | 1 |
|
|
2022
Q4 | $31.5M | Hold |
918,881
| – | – | 16.45% | 1 |
|
|
2022
Q3 | $27.1M | Hold |
918,881
| – | – | 14.7% | 1 |
|
|
2022
Q2 | $25.4M | Buy |
918,881
+37,869
| +4% | +$1.05M | 13.32% | 1 |
|
|
2022
Q1 | $28.9M | Hold |
881,012
| – | – | 13.06% | 1 |
|
|
2021
Q4 | $34.2M | Hold |
881,012
| – | – | 12.57% | 1 |
|
|
2021
Q3 | $32.7M | Hold |
881,012
| – | – | 12.69% | 1 |
|
|
2021
Q2 | $30.1M | Hold |
881,012
| – | – | 11.87% | 1 |
|
|
2021
Q1 | $26.5M | Hold |
881,012
| – | – | 11.33% | 1 |
|
|
2020
Q4 | $21.7M | Hold |
881,012
| – | – | 10.07% | 1 |
|
|
2020
Q3 | $15.9M | Hold |
881,012
| – | – | 8.72% | 1 |
|
|
2020
Q2 | $13.7M | Hold |
881,012
| – | – | 7.8% | 1 |
|
|
2020
Q1 | $12M | Hold |
881,012
| – | – | 8.24% | 1 |
|
|
2019
Q4 | $18.8M | Hold |
881,012
| – | – | 10.59% | 1 |
|
|
2019
Q3 | $16.2M | Hold |
881,012
| – | – | 9.54% | 1 |
|
|
2019
Q2 | $16.9M | Sell |
881,012
-324
| -0% | -$6.23K | 10.13% | 1 |
|
|
2019
Q1 | $16.6M | Hold |
881,336
| – | – | 10.36% | 1 |
|
|
2018
Q4 | $15.3M | Hold |
881,336
| – | – | 10.86% | 1 |
|
|
2018
Q3 | $19.4M | Hold |
881,336
| – | – | 11.19% | 1 |
|
|
2018
Q2 | $20M | Buy |
+881,336
| New | +$20M | 12.21% | 1 |
|