CIS
Custom Index Systems’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,077
| Closed | -$915K | – | 268 |
|
|
2025
Q1 | $915K | Sell |
17,077
-98
| -0.6% | -$5.25K | 0.46% | 56 |
|
|
2024
Q4 | $1.35M | Buy |
17,175
+334
| +2% | +$26.2K | 0.72% | 33 |
|
|
2024
Q3 | $1.04M | Buy |
16,841
+7,021
| +71% | +$432K | 0.56% | 53 |
|
|
2024
Q2 | $489K | Sell |
9,820
-1,888
| -16% | -$93.9K | 0.28% | 86 |
|
|
2024
Q1 | $516K | Buy |
+11,708
| New | +$516K | 0.29% | 81 |
|