William Blair & Company’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 | $928K | Sell |
16,960
-81
| -0.5% | -$4.43K | ﹤0.01% | 920 |
|
|
2025
Q1 | $913K | Buy |
17,041
+1
| +0% | +$54 | ﹤0.01% | 909 |
|
|
2024
Q4 | $1.34M | Hold |
17,040
| – | – | ﹤0.01% | 814 |
|
|
2024
Q3 | $1.05M | Sell |
17,040
-12
| -0.1% | -$739 | ﹤0.01% | 892 |
|
|
2024
Q2 | $849K | Buy |
17,052
+13
| +0.1% | +$647 | ﹤0.01% | 933 |
|
|
2024
Q1 | $751K | Buy |
17,039
+1
| +0% | +$44 | ﹤0.01% | 965 |
|
|
2023
Q4 | $689K | Buy |
17,038
+200
| +1% | +$8.08K | ﹤0.01% | 979 |
|
|
2023
Q3 | $617K | Buy |
16,838
+1
| +0% | +$37 | ﹤0.01% | 992 |
|
|
2023
Q2 | $558K | Buy |
+16,837
| New | +$558K | ﹤0.01% | 1017 |
|
|
2022
Q1 | – | Sell |
-5,615
| Closed | -$208K | – | 1956 |
|
|
2021
Q4 | $208K | Buy |
+5,615
| New | +$208K | ﹤0.01% | 1558 |
|
|
2021
Q3 | – | Sell |
-11,144
| Closed | -$364K | – | 1909 |
|
|
2021
Q2 | $364K | Sell |
11,144
-842
| -7% | -$27.5K | ﹤0.01% | 1273 |
|
|
2021
Q1 | $345K | Buy |
+11,986
| New | +$345K | ﹤0.01% | 1277 |
|
|
2020
Q4 | – | Sell |
-10,738
| Closed | -$185K | – | 1841 |
|
|
2020
Q3 | $185K | Sell |
10,738
-1,087
| -9% | -$18.7K | ﹤0.01% | 1330 |
|
|
2020
Q2 | $176K | Sell |
11,825
-19,593
| -62% | -$292K | ﹤0.01% | 1274 |
|
|
2020
Q1 | $411K | Buy |
31,418
+211
| +0.7% | +$2.76K | ﹤0.01% | 924 |
|
|
2019
Q4 | $638K | Hold |
31,207
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $549K | Buy |
31,207
+1,792
| +6% | +$31.5K | ﹤0.01% | 917 |
|
|
2019
Q2 | $580K | Sell |
29,415
-1,117
| -4% | -$22K | ﹤0.01% | 931 |
|
|
2019
Q1 | $602K | Sell |
30,532
-1,231
| -4% | -$24.3K | ﹤0.01% | 905 |
|
|
2018
Q4 | $626K | Buy |
+31,763
| New | +$626K | ﹤0.01% | 833 |
|
|
2018
Q2 | – | Sell |
-36,913
| Closed | -$751K | – | 1593 |
|
|
2018
Q1 | $751K | Sell |
36,913
-456
| -1% | -$9.28K | 0.01% | 790 |
|
|
2017
Q4 | $886K | Sell |
37,369
-21,415
| -36% | -$508K | 0.01% | 775 |
|
|
2017
Q3 | $1.33M | Buy |
58,784
+29,924
| +104% | +$677K | 0.01% | 654 |
|
|
2017
Q2 | $676K | Buy |
28,860
+16,728
| +138% | +$392K | 0.01% | 866 |
|
|
2017
Q1 | $289K | Buy |
+12,132
| New | +$289K | ﹤0.01% | 1070 |
|
|
2016
Q3 | – | Sell |
-15,158
| Closed | -$235K | – | 1275 |
|
|
2016
Q2 | $235K | Buy |
+15,158
| New | +$235K | ﹤0.01% | 1066 |
|
|
2014
Q2 | – | Sell |
-11,566
| Closed | -$289K | – | 2087 |
|
|
2014
Q1 | $289K | Buy |
+11,566
| New | +$289K | ﹤0.01% | 1773 |
|
|
2013
Q4 | – | Sell |
-47,146
| Closed | -$1.15M | – | 2006 |
|
|
2013
Q3 | $1.15M | Buy |
+47,146
| New | +$1.15M | ﹤0.01% | 1293 |
|