Clearstead Advisors’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 | $18.4K | Buy |
+337
| New | +$18.4K | ﹤0.01% | 1652 |
|
|
2025
Q1 | – | Sell |
-19
| Closed | -$1.49K | – | 2258 |
|
|
2024
Q4 | $1.49K | Sell |
19
-87
| -82% | -$6.82K | ﹤0.01% | 1878 |
|
|
2024
Q3 | $6.5K | Buy |
106
+11
| +12% | +$674 | ﹤0.01% | 1670 |
|
|
2024
Q2 | $4.73K | Buy |
+95
| New | +$4.73K | ﹤0.01% | 1691 |
|
|
2021
Q3 | – | Sell |
-7,762
| Closed | -$254K | – | 1335 |
|
|
2021
Q2 | $254K | Hold |
7,762
| – | – | 0.02% | 316 |
|
|
2021
Q1 | $223K | Hold |
7,762
| – | – | 0.02% | 318 |
|
|
2020
Q4 | $183K | Hold |
7,762
| – | – | 0.02% | 332 |
|
|
2020
Q3 | $134K | Sell |
7,762
-3,269
| -30% | -$56.4K | 0.01% | 327 |
|
|
2020
Q2 | $164K | Buy |
11,031
+2,092
| +23% | +$31.1K | 0.02% | 299 |
|
|
2020
Q1 | $117K | Buy |
+8,939
| New | +$117K | 0.02% | 307 |
|