IBEX Wealth 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
Q1 | – | Sell |
-6,420
| Closed | -$503K | – | 172 |
|
|
2024
Q4 | $503K | Sell |
6,420
-38,628
| -86% | -$3.03M | 0.06% | 147 |
|
|
2024
Q3 | $4.91M | Buy |
+45,048
| New | +$4.91M | 1.34% | 28 |
|
|
2022
Q3 | – | Sell |
-15,220
| Closed | -$402K | – | 156 |
|
|
2022
Q2 | $402K | Sell |
15,220
-166,096
| -92% | -$4.39M | 0.09% | 116 |
|
|
2022
Q1 | $5.69M | Buy |
181,316
+24,193
| +15% | +$760K | 1.09% | 32 |
|
|
2021
Q4 | $5.83M | Buy |
157,123
+4,209
| +3% | +$156K | 1.03% | 29 |
|
|
2021
Q3 | $5.43M | Buy |
152,914
+5,080
| +3% | +$180K | 1.05% | 28 |
|
|
2021
Q2 | $4.83M | Buy |
+147,834
| New | +$4.83M | 0.97% | 36 |
|