Zurich Insurance 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
Q2
Sell
-424,434
Closed -$22.7M 275
2025
Q1
$22.7M Sell
424,434
-122,726
-22% -$6.57M 0.18% 117
2024
Q4
$42.9M Sell
547,160
-118,536
-18% -$9.29M 0.35% 84
2024
Q3
$41M Sell
665,696
-538,480
-45% -$33.1M 0.35% 87
2024
Q2
$59.9M Buy
1,204,176
+145,382
+14% +$7.23M 0.52% 60
2024
Q1
$46.7M Buy
1,058,794
+45,348
+4% +$2M 0.43% 78
2023
Q4
$41M Buy
1,013,446
+555,001
+121% +$22.4M 0.42% 82
2023
Q3
$16.8M Buy
+458,445
New +$16.8M 0.18% 110