GeoWealth 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 Q1	–	Sell	-1,172	Closed	-$91.9K	–	1463
2024 Q4	$91.9K	Sell	1,172 -68	-5%	-$5.33K	﹤0.01%	996
2024 Q3	$76.3K	Buy	+1,240	New	+$76.3K	﹤0.01%	956