Geneos Wealth 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 | $82.4K | Sell |
|
|||||
|
2025
Q2 | $76K | Sell |
|
|||||
|
2025
Q1 | $151K | Buy |
|
|||||
|
2024
Q4 | $105K | Hold |
|
|||||
|
2024
Q3 | $82.3K | Buy |
|
|||||
|
2024
Q2 | $62.7K | Hold |
|
|||||
|
2024
Q1 | $55.6K | Sell |
|
|||||
|
2023
Q4 | $65.9K | Hold |
|
|||||
|
2023
Q3 | $59.7K | Hold |
|
|||||
|
2023
Q2 | $54.1K | Hold |
|
|||||
|
2023
Q1 | $51.7K | Sell |
|
|||||
|
2022
Q4 | $55.9K | Sell |
|
|||||
|
2022
Q3 | $49K | Sell |
|
|||||
|
2022
Q2 | $101K | Hold |
|
|||||
|
2022
Q1 | $119K | Hold |
|
|||||
|
2021
Q4 | $140K | Hold |
|
|||||
|
2021
Q3 | $137K | Buy |
|
|||||
|
2021
Q2 | $35K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $14K | Buy |
|