Daymark Wealth Partners’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
$329K Buy
6,015
+39
+0.7% +$2.13K 0.01% 430
2025
Q1
$320K Buy
5,976
+29
+0.5% +$1.55K 0.01% 404
2024
Q4
$466K Buy
5,947
+22
+0.4% +$1.73K 0.02% 334
2024
Q3
$365K Buy
5,925
+1,050
+22% +$64.6K 0.02% 392
2024
Q2
$243K Buy
+4,875
New +$243K 0.01% 446