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Caprock Group’s Jefferies Financial Group JEF Stock Holding History

Caprock Group’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,844
Closed -$301K – 1131
2024
Q4 		$301K Buy
3,844
+165
+4% +$12.9K 0.01% 801
2024
Q3 		$226K Buy
+3,679
New +$226K 0.01% 811