Zurich Cantonal Bank’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 | $1.59M | Sell |
29,068
-10,205
| -26% | -$558K | ﹤0.01% | 982 |
|
|
2025
Q1 | $2.1M | Sell |
39,273
-1,394
| -3% | -$74.7K | 0.01% | 796 |
|
|
2024
Q4 | $3.19M | Buy |
40,667
+5,855
| +17% | +$459K | 0.01% | 703 |
|
|
2024
Q3 | $2.14M | Hold |
34,812
| – | – | 0.01% | 774 |
|
|
2024
Q2 | $1.73M | Buy |
34,812
+1,367
| +4% | +$68K | 0.01% | 805 |
|
|
2024
Q1 | $1.47M | Sell |
33,445
-2,224
| -6% | -$98.1K | 0.01% | 871 |
|
|
2023
Q4 | $1.44M | Buy |
35,669
+8,645
| +32% | +$349K | 0.01% | 881 |
|
|
2023
Q3 | $990K | Buy |
27,024
+3,787
| +16% | +$139K | ﹤0.01% | 971 |
|
|
2023
Q2 | $771K | Sell |
23,237
-392
| -2% | -$13K | ﹤0.01% | 1083 |
|
|
2023
Q1 | $750K | Buy |
23,629
+576
| +2% | +$18.3K | ﹤0.01% | 1046 |
|
|
2022
Q4 | $755K | Sell |
23,053
-2,786
| -11% | -$91.3K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $729K | Hold |
25,839
| – | – | ﹤0.01% | 974 |
|
|
2022
Q2 | $682K | Sell |
25,839
-2,996
| -10% | -$79.1K | ﹤0.01% | 1029 |
|
|
2022
Q1 | $906K | Buy |
28,835
+1,512
| +6% | +$47.5K | ﹤0.01% | 984 |
|
|
2021
Q4 | $1.01M | Buy |
27,323
+5,242
| +24% | +$194K | ﹤0.01% | 993 |
|
|
2021
Q3 | $784K | Hold |
22,081
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q2 | $722K | Sell |
22,081
-1,381
| -6% | -$45.2K | ﹤0.01% | 1015 |
|
|
2021
Q1 | $675K | Sell |
23,462
-5,809
| -20% | -$167K | ﹤0.01% | 1041 |
|
|
2020
Q4 | $688K | Buy |
29,271
+3,926
| +15% | +$92.3K | ﹤0.01% | 1105 |
|
|
2020
Q3 | $436K | Hold |
25,345
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q2 | $377K | Sell |
25,345
-350,420
| -93% | -$5.21M | ﹤0.01% | 1150 |
|
|
2020
Q1 | $4.91M | Buy |
375,765
+305,019
| +431% | +$3.99M | 0.05% | 378 |
|
|
2019
Q4 | $1.45M | Buy |
70,746
+7,419
| +12% | +$152K | 0.01% | 744 |
|
|
2019
Q3 | $1.11M | Sell |
63,327
-859
| -1% | -$15.1K | 0.01% | 782 |
|
|
2019
Q2 | $1.11M | Hold |
64,186
| – | – | 0.01% | 785 |
|
|
2019
Q1 | $1.08M | Hold |
64,186
| – | – | 0.01% | 770 |
|
|
2018
Q4 | $997K | Buy |
64,186
+2,592
| +4% | +$40.3K | 0.01% | 751 |
|
|
2018
Q3 | $1.21M | Buy |
+61,594
| New | +$1.21M | 0.01% | 760 |
|
|
2018
Q2 | – | Sell |
-319,686
| Closed | -$6.51M | – | 2538 |
|
|
2018
Q1 | $6.51M | Sell |
319,686
-163,756
| -34% | -$3.33M | 0.06% | 368 |
|
|
2017
Q4 | $11.5M | Buy |
483,442
+73,825
| +18% | +$1.75M | 0.1% | 234 |
|
|
2017
Q3 | $9.26M | Buy |
409,617
+76,052
| +23% | +$1.72M | 0.09% | 281 |
|
|
2017
Q2 | $7.81M | Buy |
333,565
+15,176
| +5% | +$355K | 0.08% | 288 |
|
|
2017
Q1 | $7.41M | Buy |
318,389
+260,049
| +446% | +$6.05M | 0.07% | 295 |
|
|
2016
Q4 | $1.21M | Hold |
58,340
| – | – | 0.01% | 735 |
|
|
2016
Q3 | $994K | Buy |
58,340
+24,895
| +74% | +$424K | 0.01% | 768 |
|
|
2016
Q2 | $519K | Sell |
33,445
-1,605
| -5% | -$24.9K | 0.01% | 822 |
|
|
2016
Q1 | $507K | Hold |
35,050
| – | – | 0.01% | 831 |
|
|
2015
Q4 | $546K | Sell |
35,050
-3,572
| -9% | -$55.6K | 0.01% | 824 |
|
|
2015
Q3 | $700K | Hold |
38,622
| – | – | 0.01% | 768 |
|
|
2015
Q2 | $840K | Buy |
38,622
+3,282
| +9% | +$71.4K | 0.01% | 743 |
|
|
2015
Q1 | $705K | Buy |
35,340
+11,948
| +51% | +$238K | 0.01% | 771 |
|
|
2014
Q4 | $469K | Hold |
23,392
| – | – | 0.01% | 700 |
|
|
2014
Q3 | $499K | Hold |
23,392
| – | – | 0.02% | 685 |
|
|
2014
Q2 | $549K | Hold |
23,392
| – | – | 0.02% | 704 |
|
|
2014
Q1 | $586K | Buy |
23,392
+3,822
| +20% | +$95.7K | 0.02% | 658 |
|
|
2013
Q4 | $496K | Buy |
19,570
+1,191
| +6% | +$30.2K | 0.02% | 636 |
|
|
2013
Q3 | $448K | Hold |
18,379
| – | – | 0.02% | 634 |
|
|
2013
Q2 | $431K | Buy |
+18,379
| New | +$431K | 0.02% | 620 |
|