Clearstead Advisors’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 | $21.3K | Sell |
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|
2025
Q2 | $18.4K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.49K | Sell |
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|
2024
Q3 | $6.5K | Buy |
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|
2024
Q2 | $4.73K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $183K | Hold |
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|
2020
Q3 | $134K | Sell |
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|
2020
Q2 | $164K | Buy |
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|
2020
Q1 | $117K | Buy |
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