Jefferies Financial Group’s INNOVATE Corp VATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Hold |
700,802
| – | – | 0.03% | 268 |
|
|
2025
Q1 | $5.49M | Hold |
700,802
| – | – | 0.05% | 197 |
|
|
2024
Q4 | $3.46M | Hold |
700,802
| – | – | 0.02% | 356 |
|
|
2024
Q3 | $2.59M | Buy |
700,802
+1
| +0% | +$4 | 0.02% | 355 |
|
|
2024
Q2 | $4.24M | Buy |
700,801
+155,770
| +29% | +$942K | 0.05% | 240 |
|
|
2024
Q1 | $3.82M | Hold |
545,031
| – | – | 0.04% | 252 |
|
|
2023
Q4 | $6.7M | Hold |
545,031
| – | – | 0.04% | 189 |
|
|
2023
Q3 | $8.83M | Hold |
545,031
| – | – | 0.08% | 87 |
|
|
2023
Q2 | $9.54M | Hold |
545,031
| – | – | 0.09% | 106 |
|
|
2023
Q1 | $16.2M | Hold |
545,031
| – | – | 0.13% | 59 |
|
|
2022
Q4 | $10.2M | Buy |
+545,031
| New | +$10.2M | 0.07% | 86 |
|