Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $344K | Sell |
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|
2025
Q3 | $400K | Buy |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $178K | Sell |
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|
2019
Q4 | $433K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $200K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $270K | Hold |
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|
2013
Q3 | $259K | Buy |
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