Global Retirement Partners’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 | $141K | Buy |
+2,581
| New | +$141K | ﹤0.01% | 1263 |
|
|
2024
Q4 | $228K | Buy |
2,911
+2,839
| +3,943% | +$223K | 0.01% | 899 |
|
|
2024
Q3 | $4.43K | Sell |
72
-6
| -8% | -$369 | ﹤0.01% | 2609 |
|
|
2024
Q2 | $3.88K | Hold |
78
| – | – | ﹤0.01% | 2719 |
|
|
2024
Q1 | $3.44K | Hold |
78
| – | – | ﹤0.01% | 2548 |
|
|
2023
Q4 | $3.12K | Buy |
78
+3
| +4% | +$120 | ﹤0.01% | 2507 |
|
|
2023
Q3 | $2.63K | Hold |
75
| – | – | ﹤0.01% | 2431 |
|
|
2023
Q2 | $2.49K | Buy |
75
+1
| +1% | +$33 | ﹤0.01% | 2455 |
|
|
2023
Q1 | $2.24K | Sell |
74
-104
| -58% | -$3.15K | ﹤0.01% | 2466 |
|
|
2022
Q4 | $5.83K | Hold |
178
| – | – | ﹤0.01% | 1976 |
|
|
2022
Q3 | $6K | Hold |
178
| – | – | ﹤0.01% | 1867 |
|
|
2022
Q2 | $5K | Sell |
178
-35
| -16% | -$983 | ﹤0.01% | 1888 |
|
|
2022
Q1 | $6K | Buy |
+213
| New | +$6K | ﹤0.01% | 1824 |
|
|
2021
Q4 | – | Sell |
-119
| Closed | -$4K | – | 1063 |
|
|
2021
Q3 | $4K | Sell |
119
-100
| -46% | -$3.36K | ﹤0.01% | 1683 |
|
|
2021
Q2 | $7K | Sell |
219
-535
| -71% | -$17.1K | ﹤0.01% | 1480 |
|
|
2021
Q1 | $22K | Sell |
754
-1,004
| -57% | -$29.3K | ﹤0.01% | 1076 |
|
|
2020
Q4 | $41K | Buy |
+1,758
| New | +$41K | 0.01% | 796 |
|