Apexium 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 | $380K | Sell |
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|
2025
Q2 | $403K | Buy |
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|
2025
Q1 | $389K | Hold |
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|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $216K | Buy |
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