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
2026 Q2	$305K	Sell	6,112 -12,845	-68%	-$662K	0.01%	217
2026 Q1	$782K	Sell	18,957 -154,639	-89%	-$8.03M	0.03%	148
2025 Q4	$10.8M	Buy	173,596 +6,583	+4%	+$377K	0.44%	56
2025 Q3	$10.9M	Buy	167,013 +7,053	+4%	+$430K	0.46%	57
2025 Q2	$8.75M	Buy	159,960 +11,240	+8%	+$556K	0.39%	64
2025 Q1	$7.97M	Sell	148,720 -23,431	-14%	-$1.59M	0.37%	69
2024 Q4	$13.5M	Buy	172,151 +8,706	+5%	+$626K	0.58%	53
2024 Q3	$10.1M	Buy	163,445 +3,518	+2%	+$200K	0.42%	62
2024 Q2	$7.96M	Buy	159,927 +1,297	+0.8%	+$58.2K	0.34%	67
2024 Q1	$7M	Buy	158,630 +8,615	+6%	+$359K	0.3%	74
2023 Q4	$6.06M	Sell	150,015 -2,019	-1%	-$71.4K	0.28%	80
2023 Q3	$5.57M	Buy	152,034 +310	+0.2%	+$11.1K	0.27%	78
2023 Q2	$5.03M	Sell	151,724 -56	-0%	-$1.75K	0.23%	86
2023 Q1	$4.82M	Buy	151,780 +4,279	+3%	+$155K	0.23%	82
2022 Q4	$4.83M	Sell	147,501 -2,379	-2%	-$79.1K	0.25%	86
2022 Q3	$4.23M	Sell	149,880 -7,092	-5%	-$215K	0.23%	85
2022 Q2	$4.14M	Buy	156,972 +10,505	+7%	+$311K	0.22%	93
2022 Q1	$4.6M	Buy	146,467 +48,416	+49%	+$1.64M	0.2%	95
2021 Q4	$3.64M	Buy	98,051 +7,422	+8%	+$286K	0.14%	107
2021 Q3	$3.22M	Buy	+90,629	New	+$3.03M	0.13%	116