Forum Financial Management’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 | $375K | Sell |
6,863
-765
| -10% | -$41.8K | 0.01% | 535 |
|
|
2025
Q1 | $409K | Sell |
7,628
-94
| -1% | -$5.04K | 0.01% | 442 |
|
|
2024
Q4 | $605K | Buy |
7,722
+432
| +6% | +$33.9K | 0.01% | 318 |
|
|
2024
Q3 | $449K | Buy |
7,290
+481
| +7% | +$29.6K | 0.01% | 364 |
|
|
2024
Q2 | $339K | Hold |
6,809
| – | – | 0.01% | 433 |
|
|
2024
Q1 | $300K | Sell |
6,809
-152
| -2% | -$6.7K | 0.01% | 502 |
|
|
2023
Q4 | $281K | Hold |
6,961
| – | – | 0.01% | 478 |
|
|
2023
Q3 | $255K | Hold |
6,961
| – | – | 0.01% | 479 |
|
|
2023
Q2 | $231K | Sell |
6,961
-76
| -1% | -$2.52K | 0.01% | 552 |
|
|
2023
Q1 | $223K | Sell |
7,037
-244
| -3% | -$7.75K | 0.01% | 510 |
|
|
2022
Q4 | $239K | Sell |
7,281
-771
| -10% | -$25.3K | 0.01% | 481 |
|
|
2022
Q3 | $227K | Sell |
8,052
-136
| -2% | -$3.83K | 0.01% | 453 |
|
|
2022
Q2 | $216K | Buy |
8,188
+455
| +6% | +$12K | 0.01% | 486 |
|
|
2022
Q1 | $242K | Hold |
7,733
| – | – | 0.01% | 487 |
|
|
2021
Q4 | $287K | Buy |
+7,733
| New | +$287K | 0.01% | 440 |
|