Yorktown Management & Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,700
| Closed | -$472K | – | 211 |
|
|
2024
Q1 | $472K | Hold |
10,700
| – | – | 0.45% | 72 |
|
|
2023
Q4 | $432K | Hold |
10,700
| – | – | 0.45% | 82 |
|
|
2023
Q3 | $392K | Hold |
10,700
| – | – | 0.44% | 79 |
|
|
2023
Q2 | $355K | Buy |
10,700
+3,300
| +45% | +$109K | 0.38% | 122 |
|
|
2023
Q1 | $235K | Sell |
7,400
-340
| -4% | -$10.8K | 0.25% | 174 |
|
|
2022
Q4 | $254K | Buy |
+7,740
| New | +$254K | 0.31% | 164 |
|
|
2016
Q1 | – | Sell |
-13,964
| Closed | -$217K | – | 386 |
|
|
2015
Q4 | $217K | Hold |
13,964
| – | – | 0.04% | 354 |
|
|
2015
Q3 | $253K | Hold |
13,964
| – | – | 0.04% | 328 |
|
|
2015
Q2 | $304K | Buy |
+13,964
| New | +$304K | 0.05% | 237 |
|