Jefferies Financial Group’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,252
| Closed | -$2.7M | – | 1511 |
|
|
2025
Q1 | $2.7M | Sell |
2,252
-2,828
| -56% | -$3.4M | 0.02% | 357 |
|
|
2024
Q4 | $6.07M | Buy |
5,080
+664
| +15% | +$793K | 0.04% | 222 |
|
|
2024
Q3 | $5.66M | Sell |
4,416
-11
| -0.2% | -$14.1K | 0.04% | 190 |
|
|
2024
Q2 | $5.26M | Buy |
4,427
+35
| +0.8% | +$41.6K | 0.06% | 195 |
|
|
2024
Q1 | $5.36M | Sell |
4,392
-155
| -3% | -$189K | 0.05% | 189 |
|
|
2023
Q4 | $5.44M | Sell |
4,547
-234
| -5% | -$280K | 0.04% | 233 |
|
|
2023
Q3 | $5.33M | Buy |
4,781
+31
| +0.7% | +$34.6K | 0.05% | 171 |
|
|
2023
Q2 | $5.47M | Sell |
4,750
-74
| -2% | -$85.2K | 0.05% | 181 |
|
|
2023
Q1 | $5.67M | Buy |
4,824
+1,810
| +60% | +$2.13M | 0.05% | 161 |
|
|
2022
Q4 | $3.57M | Buy |
+3,014
| New | +$3.57M | 0.02% | 245 |
|