Atticus Wealth Management’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 | $23.2K | Hold |
425
| – | – | 0.01% | 395 |
|
|
2025
Q1 | $22.8K | Hold |
425
| – | – | 0.01% | 309 |
|
|
2024
Q4 | $33.3K | Hold |
425
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $26.2K | Hold |
425
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $21.1K | Hold |
425
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $18.7K | Hold |
425
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $17.2K | Hold |
425
| – | – | 0.01% | 340 |
|
|
2023
Q3 | $15.6K | Buy |
+425
| New | +$15.6K | 0.01% | 355 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 604 |
|
|
2021
Q4 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 431 |
|