Beacon Investment 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
Q3 | $10.9M | Buy |
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|
2025
Q2 | $8.75M | Buy |
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|
2025
Q1 | $7.97M | Sell |
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|
2024
Q4 | $13.5M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $7.96M | Buy |
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|
2024
Q1 | $7M | Buy |
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $5.57M | Buy |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $4.82M | Buy |
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|
2022
Q4 | $4.83M | Sell |
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|
2022
Q3 | $4.23M | Sell |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $4.6M | Buy |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $3.22M | Buy |
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