JFG
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Jefferies Financial Group’s Wheels Up UP Stock Holding History

Jefferies Financial Group’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,850
Closed -$164K – 1908
2024
Q1 		$164K Buy
+2,850
New +$188K ﹤0.01% 1374
2023
Q4 		– Sell
-7,957
Closed -$308K – 2043
2023
Q3 		$329K Hold
7,957
– – 0.01% 1204
2023
Q2 		$186K Hold
7,957
– – ﹤0.01% 1444
2023
Q1 		$1.01M Sell
7,957
-74
-0.9% -$16.4K 0.02% 893
2022
Q4 		$1.65M Buy
+8,031
New +$2.07M 0.03% 724
2021
Q4 		– Sell
-7,957
Closed -$10.5M – 7
2021
Q3 		$10.5M Buy
+7,957
New +$13.1M 4.52% 5

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