Carmel Capital Partners’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 | $523K | Sell |
|
|||||
|
2025
Q2 | $669K | Sell |
|
|||||
|
2025
Q1 | $1.04M | Sell |
|
|||||
|
2024
Q4 | $1.52M | Sell |
|
|||||
|
2024
Q3 | $1.2M | Buy |
|
|||||
|
2024
Q2 | $567K | Hold |
|
|||||
|
2024
Q1 | $503K | Hold |
|
|||||
|
2023
Q4 | $461K | Sell |
|
|||||
|
2023
Q3 | $454K | Hold |
|
|||||
|
2023
Q2 | $411K | Sell |
|
|||||
|
2023
Q1 | $457K | Sell |
|
|||||
|
2022
Q4 | $503K | Buy |
|
|||||
|
2022
Q3 | $330K | Buy |
|