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Insight Wealth Strategies’s Jefferies Financial Group JEF Stock Holding History

Insight Wealth Strategies’s Portfolio JEF Stock Details JEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.57M Buy
82,194
+22,085
+37% +$1.23M 0.58% 49
2025
Q1 		$3.22M Buy
60,109
+4,166
+7% +$223K 0.43% 71
2024
Q4 		$4.39M Buy
+55,943
New +$4.39M 0.59% 47