Geneos Wealth 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 | $76K | Sell |
1,390
-1,430
| -51% | -$78.2K | ﹤0.01% | 1367 |
|
|
2025
Q1 | $151K | Buy |
2,820
+1,483
| +111% | +$79.4K | ﹤0.01% | 1357 |
|
|
2024
Q4 | $105K | Hold |
1,337
| – | – | ﹤0.01% | 1052 |
|
|
2024
Q3 | $82.3K | Buy |
1,337
+77
| +6% | +$4.74K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $62.7K | Hold |
1,260
| – | – | ﹤0.01% | 996 |
|
|
2024
Q1 | $55.6K | Sell |
1,260
-370
| -23% | -$16.3K | ﹤0.01% | 1028 |
|
|
2023
Q4 | $65.9K | Hold |
1,630
| – | – | ﹤0.01% | 974 |
|
|
2023
Q3 | $59.7K | Hold |
1,630
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q2 | $54.1K | Hold |
1,630
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q1 | $51.7K | Sell |
1,630
-75
| -4% | -$2.38K | ﹤0.01% | 1072 |
|
|
2022
Q4 | $55.9K | Sell |
1,705
-63
| -4% | -$2.07K | ﹤0.01% | 1015 |
|
|
2022
Q3 | $49K | Sell |
1,768
-2,029
| -53% | -$56.2K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $101K | Hold |
3,797
| – | – | 0.01% | 1002 |
|
|
2022
Q1 | $119K | Hold |
3,797
| – | – | 0.01% | 1014 |
|
|
2021
Q4 | $140K | Hold |
3,797
| – | – | 0.01% | 1042 |
|
|
2021
Q3 | $137K | Buy |
3,797
+2,688
| +242% | +$97K | 0.01% | 1030 |
|
|
2021
Q2 | $35K | Buy |
+1,109
| New | +$35K | ﹤0.01% | 1641 |
|
|
2020
Q1 | – | Sell |
-710
| Closed | -$14K | – | 2548 |
|
|
2019
Q4 | $14K | Buy |
+710
| New | +$14K | ﹤0.01% | 1837 |
|