Forum Financial Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Buy |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $605K | Buy |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $287K | Buy |
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