Aspiriant LLC’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 | $397K | Sell |
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|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $240K | Buy |
|