Focus Partners 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 | $9.47M | Sell |
173,103
-9,578
| -5% | -$524K | 0.02% | 510 |
|
|
2025
Q1 | $9.79M | Sell |
182,681
-85,661
| -32% | -$4.59M | 0.02% | 477 |
|
|
2024
Q4 | $21M | Buy |
268,342
+8,599
| +3% | +$674K | 0.05% | 310 |
|
|
2024
Q3 | $16M | Sell |
259,743
-6,473
| -2% | -$398K | 0.05% | 316 |
|
|
2024
Q2 | $13.2M | Sell |
266,216
-1,106
| -0.4% | -$55K | 0.04% | 312 |
|
|
2024
Q1 | $11.8M | Buy |
267,322
+13,885
| +5% | +$612K | 0.1% | 199 |
|
|
2023
Q4 | $10.2M | Buy |
+253,437
| New | +$10.2M | 0.13% | 148 |
|