Allworth Financial’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $141K | Buy |
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|
2025
Q2 | $106K | Buy |
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|
2025
Q1 | $76.2K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $75.3K | Buy |
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|
2024
Q2 | $63.6K | Buy |
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|
2024
Q1 | $48.3K | Sell |
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|
2023
Q4 | $45.5K | Buy |
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|
2023
Q3 | $26.3K | Buy |
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|
2023
Q2 | $22.2K | Sell |
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|
2023
Q1 | $23.7K | Buy |
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|
2022
Q4 | $24.2K | Buy |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $694K | Hold |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $388K | Buy |
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