Bard Financial 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 Q3	$1.25M	Sell	19,050 -1,125	-6%	-$68.6K	0.14%	110
2025 Q2	$1.1M	Sell	20,175 -500	-2%	-$24.8K	0.13%	115
2025 Q1	$1.11M	Sell	20,675 -125	-0.6%	-$8.48K	0.14%	109
2024 Q4	$1.63M	Sell	20,800 -750	-3%	-$54K	0.2%	93
2024 Q3	$1.33M	Sell	21,550 -250	-1%	-$14.2K	0.16%	102
2024 Q2	$1.08M	Sell	21,800 -250	-1%	-$11.2K	0.11%	117
2024 Q1	$972K	Sell	22,050 -3,375	-13%	-$141K	0.1%	119
2023 Q4	$1.03M	Sell	25,425 -10,500	-29%	-$371K	0.12%	116
2023 Q3	$1.32M	Sell	35,925 -2,000	-5%	-$71.7K	0.16%	100
2023 Q2	$1.26M	Sell	37,925 -1,000	-3%	-$31.2K	0.1%	149
2023 Q1	$1.24M	Sell	38,925 -3,098	-7%	-$112K	0.1%	151
2022 Q4	$1.38M	Sell	42,023 -5,701	-12%	-$189K	0.12%	136
2022 Q3	$1.35M	Buy	47,724 +471	+1%	+$14.3K	0.13%	130
2022 Q2	$1.25M	Buy	47,253 +7,845	+20%	+$232K	0.11%	139
2022 Q1	$1.24M	Buy	39,408 +15,350	+64%	+$521K	0.1%	137
2021 Q4	$892K	Buy	24,058 +14,644	+156%	+$564K	0.07%	158
2021 Q3	$334K	Buy	+9,414	New	+$315K	0.03%	212