Winton Group’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 |
-9,511
| Closed | -$746K | – | 734 |
|
|
2024
Q4 | $746K | Buy |
+9,511
| New | +$746K | 0.05% | 400 |
|
|
2023
Q2 | – | Sell |
-12,463
| Closed | -$396K | – | 941 |
|
|
2023
Q1 | $396K | Sell |
12,463
-766
| -6% | -$24.3K | 0.02% | 760 |
|
|
2022
Q4 | $434K | Sell |
13,229
-1,581
| -11% | -$51.8K | 0.03% | 675 |
|
|
2022
Q3 | $418K | Sell |
14,810
-9,200
| -38% | -$260K | 0.03% | 691 |
|
|
2022
Q2 | $634K | Sell |
24,010
-9,380
| -28% | -$248K | 0.03% | 629 |
|
|
2022
Q1 | $1.05M | Buy |
33,390
+5,608
| +20% | +$176K | 0.06% | 450 |
|
|
2021
Q4 | $1.03M | Sell |
27,782
-1,500
| -5% | -$55.7K | 0.06% | 448 |
|
|
2021
Q3 | $1.04M | Buy |
29,282
+8,943
| +44% | +$317K | 0.06% | 482 |
|
|
2021
Q2 | $665K | Sell |
20,339
-4,689
| -19% | -$153K | 0.04% | 756 |
|
|
2021
Q1 | $720K | Sell |
25,028
-4,780
| -16% | -$138K | 0.04% | 666 |
|
|
2020
Q4 | $701K | Buy |
+29,808
| New | +$701K | 0.05% | 606 |
|
|
2018
Q2 | – | Sell |
-12,096
| Closed | -$246K | – | 1094 |
|
|
2018
Q1 | $246K | Sell |
12,096
-9,102
| -43% | -$185K | 0.01% | 1053 |
|
|
2017
Q4 | $503K | Sell |
21,198
-11,167
| -35% | -$265K | 0.01% | 500 |
|
|
2017
Q3 | $732K | Buy |
32,365
+19,550
| +153% | +$442K | 0.02% | 466 |
|
|
2017
Q2 | $300K | Buy |
+12,815
| New | +$300K | 0.01% | 567 |
|
|
2016
Q2 | – | Sell |
-942,219
| Closed | -$13.6M | – | 317 |
|
|
2016
Q1 | $13.6M | Sell |
942,219
-708,588
| -43% | -$10.3M | 0.15% | 205 |
|
|
2015
Q4 | $25.7M | Buy |
+1,650,807
| New | +$25.7M | 0.23% | 170 |
|
|
2014
Q3 | – | Sell |
-213,557
| Closed | -$5.01M | – | 673 |
|
|
2014
Q2 | $5.01M | Buy |
+213,557
| New | +$5.01M | 0.03% | 381 |
|