Focus Partners Wealth
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Focus Partners Wealth’s Jefferies Financial Group JEF Stock Holding History

Focus Partners Wealth’s Portfolio JEF Stock Details JEF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10.6M Sell
2025
Q2 		$9.47M Sell
2025
Q1 		$9.79M Sell
2024
Q4 		$21M Buy
2024
Q3 		$16M Sell
2024
Q2 		$13.2M Sell
2024
Q1 		$11.8M Buy
2023
Q4 		$10.2M Buy