Jefferies Financial Group’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
7,500
-568
| -7% | -$20.1K | ﹤0.01% | 806 |
|
|
2025
Q1 | $282K | Sell |
8,068
-27,709
| -77% | -$970K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $1.91M | Buy |
+35,777
| New | +$1.91M | 0.01% | 499 |
|
|
2024
Q2 | – | Sell |
-85,397
| Closed | -$2.71M | – | 1487 |
|
|
2024
Q1 | $2.71M | Buy |
+85,397
| New | +$2.71M | 0.03% | 331 |
|