Davidson Capital 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	$3.05M	Buy	55,723 +16,284	+41%	+$891K	0.73%	45
2025 Q1	$2.11M	Buy	+39,439	New	+$2.11M	0.57%	56