Annis Gardner Whiting Capital Advisors’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 | $9.52K | Hold |
174
| – | – | ﹤0.01% | 727 |
|
2025
Q1 | $9.32K | Hold |
174
| – | – | ﹤0.01% | 550 |
|
2024
Q4 | $13.6K | Hold |
174
| – | – | ﹤0.01% | 493 |
|
2024
Q3 | $10.7K | Hold |
174
| – | – | ﹤0.01% | 539 |
|
2024
Q2 | $8.66K | Hold |
174
| – | – | ﹤0.01% | 703 |
|
2024
Q1 | $7.67K | Hold |
174
| – | – | ﹤0.01% | 706 |
|
2023
Q4 | $7.03K | Hold |
174
| – | – | ﹤0.01% | 508 |
|
2023
Q3 | $6.37K | Buy |
+174
| New | +$6.37K | ﹤0.01% | 505 |
|