Global Retirement Partners’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 Q4	$227K	Buy	3,657 +615	+20%	+$35.3K	﹤0.01%	1398
2025 Q3	$199K	Buy	3,042 +461	+18%	+$28.1K	﹤0.01%	1184
2025 Q2	$141K	Buy	+2,581	New	+$128K	﹤0.01%	1263
2024 Q4	$228K	Buy	2,911 +2,839	+3,943%	+$204K	0.01%	899
2024 Q3	$4.43K	Sell	72 -6	-8%	-$340	﹤0.01%	2613
2024 Q2	$3.88K	Hold	78	–	–	﹤0.01%	2721
2024 Q1	$3.44K	Hold	78	–	–	﹤0.01%	2548
2023 Q4	$3.12K	Buy	78 +3	+4%	+$106	﹤0.01%	2507
2023 Q3	$2.63K	Hold	75	–	–	﹤0.01%	2430
2023 Q2	$2.49K	Buy	75 +1	+1%	+$31	﹤0.01%	2456
2023 Q1	$2.24K	Sell	74 -104	-58%	-$3.76K	﹤0.01%	2467
2022 Q4	$5.83K	Hold	178	–	–	﹤0.01%	1977
2022 Q3	$6K	Hold	178	–	–	﹤0.01%	1868
2022 Q2	$5K	Sell	178 -35	-16%	-$1.03K	﹤0.01%	1890
2022 Q1	$6K	Buy	+213	New	+$7.23K	﹤0.01%	1826
2021 Q4	–	Sell	-119	Closed	-$4K	–	1063
2021 Q3	$4K	Sell	119 -100	-46%	-$3.35K	﹤0.01%	1684
2021 Q2	$7K	Sell	219 -535	-71%	-$16.3K	﹤0.01%	1483
2021 Q1	$22K	Sell	754 -1,004	-57%	-$27.4K	﹤0.01%	1079
2020 Q4	$41K	Buy	+1,758	New	+$36.9K	0.01%	796