Caitlin John’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
Q1 | – | Sell |
-61
| Closed | -$4.76K | – | 472 |
|
|
2024
Q4 | $4.76K | Buy |
61
+1
| +2% | +$78 | ﹤0.01% | 558 |
|
|
2024
Q3 | $4.51K | Hold |
60
| – | – | ﹤0.01% | 567 |
|
|
2024
Q2 | $2.99K | Hold |
60
| – | – | ﹤0.01% | 600 |
|
|
2024
Q1 | $2.63K | Hold |
60
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $2.44K | Buy |
+60
| New | +$2.44K | ﹤0.01% | 658 |
|