Atria Investments’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 | $302K | Buy |
+5,517
| New | +$302K | ﹤0.01% | 1706 |
|
|
2025
Q1 | – | Sell |
-3,193
| Closed | -$250K | – | 1961 |
|
|
2024
Q4 | $250K | Buy |
+3,193
| New | +$250K | ﹤0.01% | 1683 |
|
|
2020
Q2 | – | Sell |
-13,613
| Closed | -$178K | – | 666 |
|
|
2020
Q1 | $178K | Sell |
13,613
-7,589
| -36% | -$99.2K | 0.01% | 537 |
|
|
2019
Q4 | $433K | Buy |
+21,202
| New | +$433K | 0.01% | 838 |
|
|
2017
Q2 | – | Sell |
-8,581
| Closed | -$200K | – | 777 |
|
|
2017
Q1 | $200K | Buy |
+8,581
| New | +$200K | 0.01% | 655 |
|
|
2014
Q1 | – | Sell |
-10,629
| Closed | -$270K | – | 447 |
|
|
2013
Q4 | $270K | Hold |
10,629
| – | – | 0.03% | 392 |
|
|
2013
Q3 | $259K | Buy |
+10,629
| New | +$259K | 0.03% | 390 |
|