JFS Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Sell |
184
-14
| -7% | -$766 | ﹤0.01% | 865 |
|
|
2025
Q1 | $10.6K | Hold |
198
| – | – | ﹤0.01% | 865 |
|
|
2024
Q4 | $15.5K | Buy |
198
+12
| +6% | +$941 | ﹤0.01% | 711 |
|
|
2024
Q3 | $11.4K | Buy |
186
+6
| +3% | +$369 | ﹤0.01% | 807 |
|
|
2024
Q2 | $8.96K | Hold |
180
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $7.94K | Hold |
180
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $7.27K | Sell |
180
-24
| -12% | -$970 | ﹤0.01% | 901 |
|
|
2023
Q3 | $7.47K | Buy |
204
+24
| +13% | +$879 | ﹤0.01% | 827 |
|
|
2023
Q2 | $5.97K | Sell |
180
-42
| -19% | -$1.39K | ﹤0.01% | 919 |
|
|
2023
Q1 | $7.05K | Sell |
222
-22
| -9% | -$698 | ﹤0.01% | 851 |
|
|
2022
Q4 | $7.99K | Buy |
244
+14
| +6% | +$458 | ﹤0.01% | 800 |
|
|
2022
Q3 | $6K | Buy |
230
+192
| +505% | +$5.01K | ﹤0.01% | 920 |
|
|
2022
Q2 | $1K | Sell |
38
-96
| -72% | -$2.53K | ﹤0.01% | 1555 |
|
|
2022
Q1 | $4K | Buy |
134
+56
| +72% | +$1.67K | ﹤0.01% | 1143 |
|
|
2021
Q4 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 952 |
|
|
2020
Q1 | – | Sell |
-956
| Closed | -$20K | – | 534 |
|
|
2019
Q4 | $20K | Hold |
956
| – | – | ﹤0.01% | 305 |
|
|
2019
Q3 | $17K | Sell |
956
-65
| -6% | -$1.16K | ﹤0.01% | 317 |
|
|
2019
Q2 | $18K | Hold |
1,021
| – | – | ﹤0.01% | 319 |
|
|
2019
Q1 | $17K | Hold |
1,021
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $16K | Hold |
1,021
| – | – | ﹤0.01% | 304 |
|
|
2018
Q3 | $20K | Hold |
1,021
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $21K | Hold |
1,021
| – | – | 0.01% | 308 |
|
|
2018
Q1 | $21K | Sell |
1,021
-53
| -5% | -$1.09K | 0.01% | 312 |
|
|
2017
Q4 | $25K | Hold |
1,074
| – | – | 0.01% | 306 |
|
|
2017
Q3 | $24K | Hold |
1,074
| – | – | 0.01% | 300 |
|
|
2017
Q2 | $25K | Hold |
1,074
| – | – | 0.01% | 278 |
|
|
2017
Q1 | $22K | Hold |
1,074
| – | – | 0.01% | 294 |
|
|
2016
Q4 | $22K | Hold |
1,074
| – | – | 0.01% | 294 |
|
|
2016
Q3 | $18K | Hold |
1,074
| – | – | 0.01% | 336 |
|
|
2016
Q2 | $17K | Hold |
1,074
| – | – | ﹤0.01% | 344 |
|
|
2016
Q1 | $16K | Hold |
1,074
| – | – | ﹤0.01% | 346 |
|
|
2015
Q4 | $17K | Buy |
1,074
+113
| +12% | +$1.79K | ﹤0.01% | 339 |
|
|
2015
Q3 | $17K | Buy |
+961
| New | +$17K | 0.01% | 287 |
|