IBEX Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

IBEX Wealth Advisors’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$503K	Sell
2024 Q3	$4.91M	Buy
2022 Q3	–	Sell
2022 Q2	$402K	Sell
2022 Q1	$5.69M	Buy
2021 Q4	$5.83M	Buy
2021 Q3	$5.43M	Buy
2021 Q2	$4.83M	Buy