Carson Wealth (CWM LLC)’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
7,875
+6,456
| +455% | +$353K | ﹤0.01% | 1655 |
|
|
2025
Q1 | $76K | Sell |
1,419
-263
| -16% | -$14.1K | ﹤0.01% | 2644 |
|
|
2024
Q4 | $132K | Sell |
1,682
-116
| -6% | -$9.1K | ﹤0.01% | 2098 |
|
|
2024
Q3 | $111K | Sell |
1,798
-360
| -17% | -$22.2K | ﹤0.01% | 2137 |
|
|
2024
Q2 | $107K | Buy |
2,158
+19
| +0.9% | +$942 | ﹤0.01% | 1930 |
|
|
2024
Q1 | $94K | Buy |
2,139
+1,099
| +106% | +$48.3K | ﹤0.01% | 1912 |
|
|
2023
Q4 | $42K | Sell |
1,040
-67
| -6% | -$2.71K | ﹤0.01% | 2295 |
|
|
2023
Q3 | $41K | Buy |
1,107
+180
| +19% | +$6.67K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $31K | Sell |
927
-31
| -3% | -$1.04K | ﹤0.01% | 2340 |
|
|
2023
Q1 | $30K | Buy |
958
+357
| +59% | +$11.2K | ﹤0.01% | 2223 |
|
|
2022
Q4 | $20K | Buy |
601
+156
| +35% | +$5.19K | ﹤0.01% | 2363 |
|
|
2022
Q3 | $13K | Sell |
445
-28
| -6% | -$818 | ﹤0.01% | 2514 |
|
|
2022
Q2 | $12K | Sell |
473
-809
| -63% | -$20.5K | ﹤0.01% | 2462 |
|
|
2022
Q1 | $40K | Buy |
1,282
+943
| +278% | +$29.4K | ﹤0.01% | 1701 |
|
|
2021
Q4 | $13K | Buy |
+339
| New | +$13K | ﹤0.01% | 2202 |
|
|
2021
Q2 | $11K | Hold |
346
| – | – | ﹤0.01% | 2055 |
|
|
2021
Q1 | $11K | Hold |
346
| – | – | ﹤0.01% | 2055 |
|
|
2020
Q4 | $11K | Hold |
346
| – | – | ﹤0.01% | 2055 |
|
|
2020
Q3 | $11K | Hold |
346
| – | – | ﹤0.01% | 2055 |
|
|
2020
Q2 | $11K | Hold |
346
| – | – | ﹤0.01% | 2055 |
|
|
2020
Q1 | $11K | Hold |
346
| – | – | ﹤0.01% | 2055 |
|
|
2019
Q4 | $11K | Hold |
346
| – | – | ﹤0.01% | 2055 |
|
|
2019
Q3 | $11K | Sell |
346
-24
| -6% | -$763 | ﹤0.01% | 2055 |
|
|
2019
Q2 | $11K | Hold |
370
| – | – | ﹤0.01% | 2055 |
|
|
2019
Q1 | $11K | Buy |
+370
| New | +$11K | ﹤0.01% | 2055 |
|
|
2017
Q4 | – | Sell |
-38
| Closed | -$1K | – | 1514 |
|
|
2017
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1384 |
|
|
2014
Q1 | – | Sell |
-112
| Closed | -$3K | – | 295 |
|
|
2013
Q4 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 522 |
|