GHP Investment Advisors’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 | $17.5K | Hold |
320
| – | – | ﹤0.01% | 648 |
|
|
2025
Q1 | $17.1K | Hold |
320
| – | – | ﹤0.01% | 624 |
|
|
2024
Q4 | $25.1K | Hold |
320
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $19.7K | Buy |
+320
| New | +$19.7K | ﹤0.01% | 624 |
|
|
2023
Q4 | – | Sell |
-320
| Closed | -$10.6K | – | 898 |
|
|
2023
Q3 | $10.6K | Hold |
320
| – | – | ﹤0.01% | 689 |
|
|
2023
Q2 | $11.2K | Hold |
320
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $10.2K | Sell |
320
-15
| -4% | -$476 | ﹤0.01% | 683 |
|
|
2022
Q4 | $11K | Hold |
335
| – | – | ﹤0.01% | 673 |
|
|
2022
Q3 | $9K | Buy |
+335
| New | +$9K | ﹤0.01% | 700 |
|