HB 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	$338K	Buy	6,188 +270	+5%	+$14.8K	﹤0.01%	880
2025 Q1	$317K	Buy	5,918 +527	+10%	+$28.2K	﹤0.01%	924
2024 Q4	$423K	Buy	+5,391	New	+$423K	﹤0.01%	672