A detailed history of Forum Financial Management, LP transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 7,290 shares of JEF stock, worth $581,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,290
Previous 6,809 7.06%
Holding current value
$581,742
Previous $338,000 32.54%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$49.97 - $62.49 $24,035 - $30,057
481 Added 7.06%
7,290 $448,000
Q1 2024

May 09, 2024

SELL
$38.92 - $46.13 $5,915 - $7,011
-152 Reduced 2.18%
6,809 $300,000
Q2 2023

Jul 26, 2023

SELL
$29.08 - $33.37 $2,210 - $2,536
-76 Reduced 1.08%
6,961 $230,000
Q1 2023

Apr 19, 2023

BUY
$29.42 - $40.47 $2,235 - $3,075
76 Added 1.09%
7,037 $223,000
Q4 2022

Jan 24, 2023

SELL
$30.68 - $38.11 $22,611 - $28,087
-737 Reduced 9.57%
6,961 $0
Q3 2022

Nov 07, 2022

SELL
$27.47 - $35.16 $3,571 - $4,570
-130 Reduced 1.66%
7,698 $227,000
Q2 2022

Aug 15, 2022

BUY
$26.32 - $34.33 $11,449 - $14,933
435 Added 5.88%
7,828 $216,000
Q4 2021

Feb 18, 2022

BUY
$36.19 - $44.14 $267,552 - $326,327
7,393 New
7,393 $287,000

Others Institutions Holding JEF

About Jefferies Financial Group Inc.


  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $18.3B
  • 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...
More about JEF
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