CPG
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Cornerstone Planning Group’s Jefferies Financial Group JEF Stock Holding History

Cornerstone Planning Group’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.23K Sell
73
-25
-26% -$1.45K ﹤0.01% 763
2025
Q1 		$4.43K Buy
+98
New +$4.43K ﹤0.01% 770