Jefferies Finl Group shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton Wealth Management investment in Jefferies Finl Group
Tip: Access up to 7 years of quarterly data
All positions including Jefferies Finl Group held by Shelton Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Jefferies Finl Group by Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 21k | 65.42 |
| 2025-06-30 | $1.1M | 20k | 54.69 |
| 2025-03-31 | $784k | 15k | 53.57 |
| 2024-12-31 | $1.2M | 15k | 78.40 |
| 2024-09-30 | $976k | 16k | 61.55 |
| 2024-06-30 | $882k | 18k | 49.76 |
| 2024-03-31 | $577k | 13k | 44.10 |