Alteri Wealth’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$414K	Buy	7,568 +6	+0.1%	+$328	0.16%	156
2025 Q1	$405K	Hold	7,562	–	–	0.18%	149
2024 Q4	$593K	Buy	+7,562	New	+$593K	0.16%	95