Jefferies Finl Group shares owned by Creative Planning
Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Jefferies Finl Group
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Quarterly reported holdings in Jefferies Finl Group by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.4M | 87k | 61.97 |
| 2025-09-30 | $3.6M | 54k | 65.42 |
| 2025-06-30 | $2.6M | 47k | 54.69 |
| 2025-03-31 | $2.6M | 49k | 53.57 |
| 2024-12-31 | $2.4M | 31k | 78.40 |
| 2024-09-30 | $1.7M | 28k | 61.55 |
| 2024-06-30 | $1.2M | 24k | 49.76 |
| 2024-03-31 | $923k | 21k | 44.10 |
| 2023-12-31 | $815k | 20k | 40.41 |
| 2023-09-30 | $703k | 19k | 36.63 |
| 2023-06-30 | $562k | 17k | 33.17 |
| 2023-03-31 | $400k | 13k | 31.74 |
| 2022-12-31 | $384k | 11k | 34.28 |
| 2022-09-30 | $334k | 11k | 29.51 |
| 2022-06-30 | $206k | 7.5k | 27.61 |
| 2022-03-31 | $353k | 11k | 32.87 |
| 2021-12-31 | $452k | 12k | 38.78 |
| 2021-09-30 | $417k | 11k | 37.16 |
| 2021-06-30 | $213k | 6.2k | 34.13 |
| 2021-03-31 | $377k | 13k | 30.07 |
| 2020-09-30 | $331k | 18k | 17.99 |
| 2020-06-30 | $287k | 19k | 15.52 |
| 2020-03-31 | $269k | 20k | 13.65 |
| 2019-12-31 | $336k | 16k | 21.37 |
| 2019-09-30 | $286k | 16k | 18.42 |
| 2019-06-30 | $300k | 16k | 19.22 |
| 2019-03-31 | $301k | 16k | 18.77 |
| 2018-12-31 | $353k | 20k | 17.38 |
| 2018-09-30 | $484k | 22k | 21.96 |
| 2018-06-30 | $356k | 16k | 22.76 |