Golden State Wealth 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
Q2 | – | Sell |
-29
| Closed | -$1.55K | – | 1618 |
|
|
2025
Q1 | $1.55K | Sell |
29
-2
| -6% | -$107 | ﹤0.01% | 1358 |
|
|
2024
Q4 | $2.45K | Buy |
+31
| New | +$2.45K | ﹤0.01% | 1228 |
|
|
2019
Q4 | – | Sell |
-128
| Closed | -$2K | – | 513 |
|
|
2019
Q3 | $2K | Sell |
128
-7
| -5% | -$109 | ﹤0.01% | 965 |
|
|
2019
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 979 |
|
|
2019
Q1 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 1024 |
|