Catalyst Financial Partners’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
Q2 | $785K | Buy |
14,350
+206
| +1% | +$11.3K | 0.09% | 105 |
|
|
2025
Q1 | $758K | Buy |
14,144
+42
| +0.3% | +$2.25K | 0.14% | 96 |
|
|
2024
Q4 | $1.11M | Buy |
14,102
+45
| +0.3% | +$3.53K | 0.21% | 59 |
|
|
2024
Q3 | $865K | Buy |
14,057
+2
| +0% | +$123 | 0.17% | 80 |
|
|
2024
Q2 | $699K | Buy |
14,055
+10
| +0.1% | +$498 | 0.15% | 88 |
|
|
2024
Q1 | $579K | Buy |
14,045
+1,961
| +16% | +$80.8K | 0.15% | 91 |
|
|
2023
Q4 | $488K | Buy |
12,084
+54
| +0.4% | +$2.18K | 0.14% | 96 |
|
|
2023
Q3 | $441K | Hold |
12,030
| – | – | 0.14% | 106 |
|
|
2023
Q2 | $399K | Buy |
12,030
+241
| +2% | +$7.99K | 0.14% | 105 |
|
|
2023
Q1 | $374K | Sell |
11,789
-510
| -4% | -$16.2K | 0.16% | 100 |
|
|
2022
Q4 | $403K | Buy |
+12,299
| New | +$403K | 0.21% | 75 |
|