Y-Intercept (HK)’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 | $648K | Sell |
11,849
-52,205
| -82% | -$2.86M | 0.02% | 1107 |
|
|
2025
Q1 | $3.43M | Buy |
64,054
+50,409
| +369% | +$2.7M | 0.23% | 94 |
|
|
2024
Q4 | $1.07M | Buy |
+13,645
| New | +$1.07M | 0.07% | 399 |
|
|
2024
Q2 | – | Sell |
-26,496
| Closed | -$1.17M | – | 1640 |
|
|
2024
Q1 | $1.17M | Buy |
+26,496
| New | +$1.17M | 0.09% | 325 |
|
|
2023
Q2 | – | Sell |
-9,120
| Closed | -$289K | – | 1499 |
|
|
2023
Q1 | $289K | Sell |
9,120
-19,158
| -68% | -$608K | 0.03% | 792 |
|
|
2022
Q4 | $927K | Sell |
28,278
-3,111
| -10% | -$102K | 0.14% | 218 |
|
|
2022
Q3 | $885K | Buy |
+31,389
| New | +$885K | 0.09% | 331 |
|
|
2021
Q3 | – | Sell |
-33,628
| Closed | -$1.1M | – | 780 |
|
|
2021
Q2 | $1.1M | Buy |
33,628
+21,559
| +179% | +$705K | 0.28% | 82 |
|
|
2021
Q1 | $358K | Buy |
12,069
+2,230
| +23% | +$66.1K | 0.1% | 337 |
|
|
2020
Q4 | $227K | Buy |
+9,839
| New | +$227K | 0.1% | 417 |
|