Compass Wealth Management’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
Q1 | – | Sell |
-2,700
| Closed | -$212K | – | 440 |
|
|
2024
Q4 | $212K | Sell |
2,700
-300
| -10% | -$23.5K | 0.05% | 149 |
|
|
2024
Q3 | $185K | Hold |
3,000
| – | – | 0.04% | 160 |
|
|
2024
Q2 | $149K | Hold |
3,000
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $132K | Sell |
3,000
-125
| -4% | -$5.51K | 0.03% | 182 |
|
|
2023
Q4 | $126K | Hold |
3,125
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $114K | Hold |
3,125
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $104K | Buy |
3,125
+100
| +3% | +$3.32K | 0.03% | 184 |
|
|
2023
Q1 | $96K | Sell |
3,025
-139
| -4% | -$4.41K | 0.03% | 189 |
|
|
2022
Q4 | $104K | Buy |
+3,164
| New | +$104K | 0.03% | 183 |
|