WIM
Wittenberg Investment Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
37,574
-596
| -2% | -$32.6K | 0.9% | 18 |
|
|
2025
Q1 | $2.04M | Sell |
38,170
-1,600
| -4% | -$85.7K | 0.92% | 15 |
|
|
2024
Q4 | $3.12M | Sell |
39,770
-5,667
| -12% | -$444K | 1.22% | 14 |
|
|
2024
Q3 | $2.8M | Sell |
45,437
-9,728
| -18% | -$599K | 0.9% | 22 |
|
|
2024
Q2 | $2.75M | Hold |
55,165
| – | – | 0.94% | 21 |
|
|
2024
Q1 | $2.43M | Hold |
55,165
| – | – | 0.83% | 23 |
|
|
2023
Q4 | $2.23M | Sell |
55,165
-2,828
| -5% | -$114K | 0.77% | 30 |
|
|
2023
Q3 | $2.12M | Buy |
57,993
+1,200
| +2% | +$44K | 0.78% | 30 |
|
|
2023
Q2 | $1.88M | Sell |
56,793
-5,166
| -8% | -$171K | 0.68% | 31 |
|
|
2023
Q1 | $1.97M | Sell |
61,959
-1,000
| -2% | -$31.7K | 0.73% | 30 |
|
|
2022
Q4 | $2.16M | Sell |
62,959
-437
| -0.7% | -$15K | 0.88% | 27 |
|
|
2022
Q3 | $1.87M | Hold |
63,396
| – | – | 0.8% | 30 |
|
|
2022
Q2 | $1.75M | Buy |
63,396
+7,838
| +14% | +$216K | 0.74% | 30 |
|
|
2022
Q1 | $1.83M | Sell |
55,558
-1,076
| -2% | -$35.3K | 0.69% | 27 |
|
|
2021
Q4 | $2.2M | Sell |
56,634
-6,150
| -10% | -$239K | 0.8% | 26 |
|
|
2021
Q3 | $2.33M | Sell |
62,784
-2,800
| -4% | -$104K | 0.9% | 25 |
|
|
2021
Q2 | $2.24M | Hold |
65,584
| – | – | 0.9% | 25 |
|
|
2021
Q1 | $1.97M | Sell |
65,584
-24,896
| -28% | -$749K | 0.91% | 24 |
|
|
2020
Q4 | $2.23M | Sell |
90,480
-115,501
| -56% | -$2.84M | 1.09% | 18 |
|
|
2020
Q3 | $3.71M | Sell |
205,981
-43,320
| -17% | -$780K | 1.99% | 12 |
|
|
2020
Q2 | $3.88M | Hold |
249,301
| – | – | 2.16% | 12 |
|
|
2020
Q1 | $3.41M | Sell |
249,301
-35,004
| -12% | -$479K | 1.86% | 15 |
|
|
2019
Q4 | $6.08M | Buy |
284,305
+88,400
| +45% | +$1.89M | 2.36% | 10 |
|
|
2019
Q3 | $3.61M | Buy |
195,905
+34,998
| +22% | +$644K | 1.57% | 18 |
|
|
2019
Q2 | $3.09M | Sell |
160,907
-8,800
| -5% | -$169K | 1.32% | 21 |
|
|
2019
Q1 | $3.19M | Buy |
169,707
+105,603
| +165% | +$1.98M | 1.35% | 22 |
|
|
2018
Q4 | $1.11M | Buy |
64,104
+8,000
| +14% | +$139K | 0.52% | 35 |
|
|
2018
Q3 | $1.23M | Hold |
56,104
| – | – | 0.5% | 38 |
|
|
2018
Q2 | $1.28M | Sell |
56,104
-1,320
| -2% | -$30K | 0.54% | 34 |
|
|
2018
Q1 | $1.31M | Hold |
57,424
| – | – | 0.56% | 35 |
|
|
2017
Q4 | $1.52M | Sell |
57,424
-2,300
| -4% | -$60.9K | 0.66% | 31 |
|
|
2017
Q3 | $1.51M | Sell |
59,724
-12,150
| -17% | -$307K | 0.65% | 32 |
|
|
2017
Q2 | $1.88M | Hold |
71,874
| – | – | 0.85% | 27 |
|
|
2017
Q1 | $1.87M | Sell |
71,874
-37,473
| -34% | -$974K | 0.9% | 27 |
|
|
2016
Q4 | $2.54M | Buy |
+109,347
| New | +$2.54M | 1.16% | 23 |
|