AM Investment Strategies’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
Q2 | $546K | Hold |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $784K | Hold |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $504K | Hold |
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|
2024
Q1 | $446K | Hold |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $279K | Buy |
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