Congress 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 Q2	$1.45M	Buy	26,582 +18,236	+218%	+$997K	0.01%	617
2025 Q1	$447K	Buy	8,346 +504	+6%	+$27K	0.01%	846
2024 Q4	$615K	Sell	7,842 -20,282	-72%	-$1.59M	0.01%	597
2024 Q3	$1.73M	Buy	28,124 +8,012	+40%	+$493K	0.02%	446
2024 Q2	$1M	Buy	+20,112	New	+$1M	0.02%	427