Joel Isaacson & Co’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	$822K	Hold	15,025	–	–	0.03%	186
2025 Q1	$805K	Hold	15,025	–	–	0.04%	179
2024 Q4	$1.18M	Hold	15,025	–	–	0.05%	133
2024 Q3	$925K	Hold	15,025	–	–	0.04%	153
2024 Q2	$748K	Sell	15,025 -475	-3%	-$23.6K	0.04%	161
2024 Q1	$684K	Hold	15,500	–	–	0.04%	170
2023 Q4	$626K	Hold	15,500	–	–	0.04%	165
2023 Q3	$568K	Hold	15,500	–	–	0.04%	171
2023 Q2	$514K	Hold	15,500	–	–	0.03%	188
2023 Q1	$492K	Sell	15,500 -713	-4%	-$22.6K	0.04%	191
2022 Q4	$531K	Buy	16,213 +523	+3%	+$17.1K	0.04%	171
2022 Q3	$443K	Hold	15,690	–	–	0.04%	176
2022 Q2	$414K	Hold	15,690	–	–	0.03%	182
2022 Q1	$489K	Hold	15,690	–	–	0.04%	176
2021 Q4	$582K	Hold	15,690	–	–	0.04%	168
2021 Q3	$557K	Hold	15,690	–	–	0.04%	170
2021 Q2	$513K	Hold	15,690	–	–	0.04%	175
2021 Q1	$452K	Buy	15,690 +418	+3%	+$12K	0.04%	164
2020 Q4	$359K	Hold	15,272	–	–	0.04%	182
2020 Q3	$263K	Hold	15,272	–	–	0.03%	188
2020 Q2	$227K	Hold	15,272	–	–	0.03%	193
2020 Q1	$200K	Hold	15,272	–	–	0.03%	181
2019 Q4	$312K	Hold	15,272	–	–	0.04%	166
2019 Q3	$269K	Buy	+15,272	New	+$269K	0.04%	173
2016 Q2	–	Sell	-335	Closed	-$5K	–	744
2016 Q1	$5K	Buy	+335	New	+$5K	﹤0.01%	652
2013 Q4	–	Sell	-1,676	Closed	-$41K	–	512
2013 Q3	$41K	Hold	1,676	–	–	0.02%	287
2013 Q2	$39K	Buy	+1,676	New	+$39K	0.02%	257