A detailed history of New Edge Wealth, LLC transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 399,525 shares of JEF stock, worth $20.2 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
399,525
Previous 356,379 12.11%
Holding current value
$20.2 Million
Previous $14.4 Million 22.35%
% of portfolio
0.39%
Previous 0.38%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$38.92 - $46.13 $1.68 Million - $1.99 Million
43,146 Added 12.11%
399,525 $17.6 Million
Q4 2023

Jan 29, 2024

BUY
$31.68 - $40.75 $967,475 - $1.24 Million
30,539 Added 9.37%
356,379 $14.4 Million
Q3 2023

Nov 08, 2023

SELL
$32.26 - $38.67 $7.39 Million - $8.86 Million
-229,187 Reduced 41.29%
325,840 $11.9 Million
Q2 2023

Aug 09, 2023

BUY
$29.08 - $33.37 $879,204 - $1.01 Million
30,234 Added 5.76%
555,027 $18.4 Million
Q1 2023

May 08, 2023

BUY
$29.42 - $40.47 $1.58 Million - $2.17 Million
53,553 Added 11.36%
524,793 $16.7 Million
Q4 2022

Feb 14, 2023

BUY
$30.68 - $38.11 $811,087 - $1.01 Million
26,437 Added 5.94%
471,240 $16.2 Million
Q3 2022

Nov 14, 2022

BUY
$27.47 - $35.16 $1.44 Million - $1.85 Million
52,566 Added 13.4%
444,803 $13.1 Million
Q2 2022

Aug 09, 2022

BUY
$26.32 - $34.33 $417,882 - $545,057
15,877 Added 4.22%
392,237 $10.8 Million
Q1 2022

May 10, 2022

BUY
$29.93 - $41.43 $1.17 Million - $1.62 Million
39,135 Added 11.61%
376,360 $12.4 Million
Q4 2021

Jan 31, 2022

SELL
$36.19 - $44.14 $30,363 - $37,033
-839 Reduced 0.25%
337,225 $13.1 Million
Q3 2021

Nov 12, 2021

BUY
$31.01 - $37.85 $563,792 - $688,150
18,181 Added 5.68%
338,064 $12.6 Million
Q2 2021

Aug 11, 2021

BUY
$29.36 - $34.22 $1.14 Million - $1.33 Million
38,831 Added 13.82%
319,883 $10.9 Million
Q1 2021

May 13, 2021

BUY
$23.12 - $34.28 $6.5 Million - $9.63 Million
281,052 New
281,052 $8.46 Million

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 $11.6B
  • 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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