Continuum Advisory’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 | – | Sell |
-666
| Closed | -$35.7K | – | 1030 |
|
|
2025
Q1 | $35.7K | Sell |
666
-344
| -34% | -$18.4K | ﹤0.01% | 755 |
|
|
2024
Q4 | $79.2K | Buy |
1,010
+10
| +1% | +$784 | 0.01% | 566 |
|
|
2024
Q3 | $73.5K | Hold |
1,000
| – | – | 0.01% | 579 |
|
|
2024
Q2 | $49.8K | Hold |
1,000
| – | – | 0.01% | 612 |
|
|
2024
Q1 | $45.9K | Buy |
+1,000
| New | +$45.9K | 0.01% | 615 |
|