CreativeOne Wealth’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	-4,462	Closed	-$350K	–	1109
2024 Q4	$350K	Buy	+4,462	New	+$350K	0.01%	819
2022 Q2	–	Sell	-6,436	Closed	-$202K	–	759
2022 Q1	$202K	Buy	6,436 +469	+8%	+$14.7K	0.01%	704
2021 Q4	$222K	Buy	+5,967	New	+$222K	0.01%	686