Aspiriant LLC’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 | $334K | Sell |
6,104
-31
| -0.5% | -$1.7K | 0.01% | 238 |
|
|
2025
Q1 | $329K | Buy |
6,135
+59
| +1% | +$3.16K | 0.01% | 226 |
|
|
2024
Q4 | $476K | Buy |
6,076
+2
| +0% | +$157 | 0.02% | 193 |
|
|
2024
Q3 | $374K | Hold |
6,074
| – | – | 0.01% | 209 |
|
|
2024
Q2 | $302K | Sell |
6,074
-169
| -3% | -$8.41K | 0.01% | 227 |
|
|
2024
Q1 | $275K | Hold |
6,243
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $252K | Hold |
6,243
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $229K | Buy |
6,243
+170
| +3% | +$6.23K | 0.01% | 253 |
|
|
2023
Q2 | $201K | Buy |
+6,073
| New | +$201K | 0.01% | 274 |
|
|
2023
Q1 | – | Sell |
-6,352
| Closed | -$208K | – | 287 |
|
|
2022
Q4 | $208K | Buy |
+6,352
| New | +$208K | 0.01% | 259 |
|
|
2022
Q2 | – | Sell |
-6,413
| Closed | -$201K | – | 284 |
|
|
2022
Q1 | $201K | Sell |
6,413
-64
| -1% | -$2.01K | 0.01% | 266 |
|
|
2021
Q4 | $240K | Buy |
+6,477
| New | +$240K | 0.01% | 246 |
|