Avantax Advisory Services’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
Q2 | $518K | Buy |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $318K | Sell |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $372K | Buy |
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