IEQ Capital’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	$961K	Buy	17,565 +3,865	+28%	+$211K	0.01%	870
2025 Q1	$734K	Buy	13,700 +10,084	+279%	+$540K	0.01%	842
2024 Q4	$283K	Buy	+3,616	New	+$283K	﹤0.01%	1047