CWM
Cedar Wealth Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82K | Buy |
+88
| New | +$4.82K | ﹤0.01% | 192 |
|
|
2020
Q1 | – | Sell |
-2,075
| Closed | -$44K | – | 233 |
|
|
2019
Q4 | $44K | Sell |
2,075
-2,160
| -51% | -$45.8K | 0.03% | 93 |
|
|
2019
Q3 | $78K | Hold |
4,235
| – | – | 0.05% | 85 |
|
|
2019
Q2 | $81K | Hold |
4,235
| – | – | 0.05% | 96 |
|
|
2019
Q1 | $80K | Sell |
4,235
-2,160
| -34% | -$40.8K | 0.05% | 92 |
|
|
2018
Q4 | $111K | Hold |
6,395
| – | – | 0.08% | 73 |
|
|
2018
Q3 | $140K | Sell |
6,395
-2,755
| -30% | -$60.3K | 0.07% | 72 |
|
|
2018
Q2 | $208K | Sell |
9,150
-220
| -2% | -$5K | 0.12% | 49 |
|
|
2018
Q1 | $213K | Buy |
9,370
+85
| +0.9% | +$1.93K | 0.13% | 49 |
|
|
2017
Q4 | $246K | Sell |
9,285
-575
| -6% | -$15.2K | 0.15% | 38 |
|
|
2017
Q3 | $249K | Sell |
9,860
-605
| -6% | -$15.3K | 0.15% | 41 |
|
|
2017
Q2 | $274K | Sell |
10,465
-555
| -5% | -$14.5K | 0.18% | 35 |
|
|
2017
Q1 | $287K | Buy |
11,020
+485
| +5% | +$12.6K | 0.18% | 34 |
|
|
2016
Q4 | $245K | Sell |
10,535
-85
| -0.8% | -$1.98K | 0.17% | 40 |
|
|
2016
Q3 | $202K | Buy |
10,620
+450
| +4% | +$8.56K | 0.14% | 34 |
|
|
2016
Q2 | $176K | Buy |
10,170
+3,470
| +52% | +$60.1K | 0.11% | 48 |
|
|
2016
Q1 | $108K | Buy |
+6,700
| New | +$108K | 0.07% | 45 |
|