Creative Planning Jefferies Financial Group Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Creative Planning holds 28,273 shares of JEF stock, worth $2.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,273

Previous 23,924 18.18%

Holding current value

$2.1 Million

Previous $1.19 Million 46.22%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$49.97 - $62.49 $217,319 - $271,769	4,349 Added 18.18%	28,273 $1.74 Million
Q2 2024 Aug 15, 2024	BUY	$41.04 - $49.76 $122,914 - $149,031	2,995 Added 14.31%	23,924 $1.19 Million
Q1 2024 May 10, 2024	BUY	$38.92 - $46.13 $29,190 - $34,597	750 Added 3.72%	20,929 $922,000
Q4 2023 Feb 14, 2024	BUY	$31.68 - $40.75 $31,616 - $40,668	998 Added 5.2%	20,179 $815,000
Q3 2023 Nov 16, 2023	BUY	$32.26 - $38.67 $72,036 - $86,350	2,233 Added 13.18%	19,181 $702,000
Q2 2023 Jul 21, 2023	BUY	$29.08 - $33.37 $126,527 - $145,192	4,351 Added 34.54%	16,948 $562,000
Q1 2023 May 15, 2023	BUY	$29.42 - $40.47 $41,335 - $56,860	1,405 Added 12.55%	12,597 $399,000
Q4 2022 Feb 10, 2023	SELL	$30.68 - $38.11 $3,927 - $4,878	-128 Reduced 1.13%	11,192 $383,000
Q3 2022 Nov 03, 2022	BUY	$27.47 - $35.16 $105,979 - $135,647	3,858 Added 51.7%	11,320 $334,000
Q2 2022 Aug 15, 2022	SELL	$26.32 - $34.33 $86,224 - $112,465	-3,276 Reduced 30.51%	7,462 $206,000
Q1 2022 May 16, 2022	SELL	$29.93 - $41.43 $27,475 - $38,032	-918 Reduced 7.88%	10,738 $353,000
Q4 2021 Feb 11, 2022	BUY	$36.19 - $44.14 $15,742 - $19,200	435 Added 3.88%	11,656 $452,000
Q3 2021 Nov 10, 2021	BUY	$31.01 - $37.85 $154,460 - $188,530	4,981 Added 79.82%	11,221 $417,000
Q2 2021 Aug 04, 2021	SELL	$29.36 - $34.22 $184,850 - $215,449	-6,296 Reduced 50.22%	6,240 $213,000
Q1 2021 Apr 30, 2021	BUY	$23.12 - $34.28 $289,832 - $429,734	12,536 New	12,536 $377,000
Q4 2020 Jan 29, 2021	SELL	$18.04 - $24.6 $331,899 - $452,590	-18,398 Closed	0 $0
Q3 2020 Nov 05, 2020	SELL	$15.12 - $18.48 $1,345 - $1,644	-89 Reduced 0.48%	18,398 $331,000
Q2 2020 Jul 23, 2020	SELL	$12.09 - $16.68 $14,798 - $20,416	-1,224 Reduced 6.21%	18,487 $287,000
Q1 2020 May 05, 2020	BUY	$12.25 - $23.72 $48,840 - $94,571	3,987 Added 25.36%	19,711 $269,000
Q4 2019 Jan 30, 2020	BUY	$16.99 - $21.61 $3,397 - $4,322	200 Added 1.29%	15,724 $336,000
Q3 2019 Nov 01, 2019	SELL	$16.89 - $20.22 $1,469 - $1,759	-87 Reduced 0.56%	15,524 $286,000
Q2 2019 Jul 26, 2019	SELL	$16.54 - $19.34 $7,095 - $8,296	-429 Reduced 2.67%	15,611 $300,000
Q1 2019 Apr 24, 2019	SELL	$16.25 - $19.68 $69,371 - $84,013	-4,269 Reduced 21.02%	16,040 $301,000
Q4 2018 Feb 01, 2019	SELL	$15.35 - $21.48 $26,570 - $37,181	-1,731 Reduced 7.85%	20,309 $353,000
Q3 2018 Oct 25, 2018	BUY	$20.56 - $23.18 $131,542 - $148,305	6,398 Added 40.9%	22,040 $484,000
Q2 2018 Jul 20, 2018	BUY	$20.38 - $23.21 $318,783 - $363,050	15,642 New	15,642 $356,000

Others Institutions Holding JEF

# of Institutions

585

Shares Held

126M

Call Options Held

1.88M

Put Options Held

852K

View Full List

About Jefferies Financial Group Inc.

Ticker JEF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 228,990,000
Market Cap $17B
Description
Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory serv...

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Creative Planning Jefferies Financial Group Inc. Transaction History