DiNuzzo Private 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
Q2
$2.19K Sell
40
-4
-9% -$219 ﹤0.01% 592
2025
Q1
$2.36K Sell
44
-3
-6% -$161 ﹤0.01% 535
2024
Q4
$3.69K Buy
47
+6
+15% +$470 ﹤0.01% 418
2024
Q3
$2.52K Hold
41
﹤0.01% 532
2024
Q2
$2.04K Buy
41
+7
+21% +$348 ﹤0.01% 516
2024
Q1
$1.5K Hold
34
﹤0.01% 579
2023
Q4
$1.37K Buy
+34
New +$1.37K ﹤0.01% 576