EverSource Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Buy |
892
+548
| +159% | +$30K | ﹤0.01% | 1627 |
|
|
2025
Q1 | $18.4K | Sell |
344
-2
| -0.6% | -$107 | ﹤0.01% | 1730 |
|
|
2024
Q4 | $27.1K | Buy |
346
+92
| +36% | +$7.21K | ﹤0.01% | 1475 |
|
|
2024
Q3 | $15.6K | Buy |
254
+25
| +11% | +$1.54K | ﹤0.01% | 1617 |
|
|
2024
Q2 | $13.4K | Sell |
229
-43
| -16% | -$2.51K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $11.7K | Buy |
272
+159
| +141% | +$6.85K | ﹤0.01% | 1604 |
|
|
2023
Q4 | $4.57K | Sell |
113
-82
| -42% | -$3.31K | ﹤0.01% | 1896 |
|
|
2023
Q3 | $7.14K | Buy |
195
+54
| +38% | +$1.98K | ﹤0.01% | 1543 |
|
|
2023
Q2 | $4.68K | Buy |
141
+62
| +78% | +$2.06K | ﹤0.01% | 1753 |
|
|
2023
Q1 | $2.51K | Buy |
79
+44
| +126% | +$1.4K | ﹤0.01% | 1865 |
|
|
2022
Q4 | $1.13K | Hold |
35
| – | – | ﹤0.01% | 2053 |
|
|
2022
Q3 | $1K | Sell |
35
-1,936
| -98% | -$55.3K | ﹤0.01% | 1837 |
|
|
2022
Q2 | $52K | Buy |
1,971
+1,913
| +3,298% | +$50.5K | 0.01% | 617 |
|
|
2022
Q1 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1534 |
|