Apexium Financial’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 | $403K | Buy |
7,363
+100
| +1% | +$5.47K | 0.02% | 204 |
|
|
2025
Q1 | $389K | Hold |
7,263
| – | – | 0.02% | 198 |
|
|
2024
Q4 | $569K | Buy |
7,263
+100
| +1% | +$7.84K | 0.03% | 152 |
|
|
2024
Q3 | $441K | Hold |
7,163
| – | – | 0.03% | 150 |
|
|
2024
Q2 | $356K | Hold |
7,163
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $316K | Hold |
7,163
| – | – | 0.02% | 174 |
|
|
2023
Q4 | $289K | Hold |
7,163
| – | – | 0.02% | 218 |
|
|
2023
Q3 | $262K | Hold |
7,163
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $238K | Hold |
7,163
| – | – | 0.02% | 197 |
|
|
2023
Q1 | $227K | Sell |
7,163
-329
| -4% | -$10.4K | 0.02% | 187 |
|
|
2022
Q4 | $246K | Hold |
7,492
| – | – | 0.03% | 181 |
|
|
2022
Q3 | $211K | Buy |
+7,492
| New | +$211K | 0.03% | 183 |
|
|
2022
Q2 | – | Sell |
-7,492
| Closed | -$278K | – | 104 |
|
|
2022
Q1 | $278K | Hold |
7,492
| – | – | 0.15% | 76 |
|
|
2021
Q4 | $278K | Hold |
7,492
| – | – | 0.14% | 78 |
|
|
2021
Q3 | $266K | Hold |
7,492
| – | – | 0.15% | 75 |
|
|
2021
Q2 | $245K | Hold |
7,492
| – | – | 0.15% | 69 |
|
|
2021
Q1 | $216K | Buy |
+7,492
| New | +$216K | 0.16% | 71 |
|