Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| VOO | Sell | Acorn Securities LLC | Feb 16, 2024 |
| OTHER | Sell | NY 529 Direct Plan | Jul 28, 2023 |
| OTHER | Sell | NY 529 Direct Plan | Mar 27, 2023 |
| OTHER | Sell | NY 529 Direct Plan | Mar 27, 2023 |
| OTHER | Sell | NY 529 Direct Plan | Mar 6, 2023 |
| OTHER | Sell | NY 529 Direct Plan | Feb 28, 2023 |
| OTHER | Sell | NY 529 Direct Plan | Feb 2, 2023 |
| OTHER | Sell | NY 529 Direct Plan | Jan 9, 2023 |
| OTHER | Sell | NY 529 Direct Plan | Dec 27, 2022 |
| OTHER | Sell | NY 529 Direct Plan | Dec 9, 2022 |
Hakeem S. Jeffries is a United States Representative from NY affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 71 disclosed stock trades from Hakeem S. Jeffries, filed under the STOCK Act. The portfolio compounds at 0.5% annualized — 0.2% above the S&P 500 benchmark over the same period, with a 70% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Hakeem S. Jeffries (D-NY) has disclosed 71 trades under the STOCK Act; portfolio CAGR of 0.5% (+0.2% vs. the S&P 500); top tickers traded: N/A, ETF, BLK.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, ETF, BLK. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 0.5% CAGR, +0.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Hakeem S. Jeffries's disclosed stock portfolio is valued at approximately $16K across 2 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Hakeem S. Jeffries's total net worth, not a complete measure of it.