Kingsview Wealth Management’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 | $331K | Hold |
6,051
| – | – | 0.01% | 906 |
|
|
2025
Q1 | $324K | Sell |
6,051
-75
| -1% | -$4.02K | 0.01% | 864 |
|
|
2024
Q4 | $480K | Sell |
6,126
-15
| -0.2% | -$1.18K | 0.01% | 754 |
|
|
2024
Q3 | $378K | Sell |
6,141
-138
| -2% | -$8.49K | 0.01% | 796 |
|
|
2024
Q2 | $312K | Hold |
6,279
| – | – | 0.01% | 820 |
|
|
2024
Q1 | $277K | Buy |
6,279
+897
| +17% | +$39.6K | 0.01% | 847 |
|
|
2023
Q4 | $218K | Sell |
5,382
-123,393
| -96% | -$4.99M | 0.01% | 875 |
|
|
2023
Q3 | $4.72M | Buy |
128,775
+24,552
| +24% | +$899K | 0.17% | 137 |
|
|
2023
Q2 | $3.46M | Sell |
104,223
-10,858
| -9% | -$360K | 0.14% | 163 |
|
|
2023
Q1 | $3.65M | Buy |
115,081
+5,511
| +5% | +$175K | 0.15% | 147 |
|
|
2022
Q4 | $3.59M | Buy |
109,570
+15,975
| +17% | +$524K | 0.16% | 152 |
|
|
2022
Q3 | $2.64M | Buy |
93,595
+10,094
| +12% | +$285K | 0.13% | 185 |
|
|
2022
Q2 | $2.21M | Buy |
83,501
+7,602
| +10% | +$201K | 0.11% | 204 |
|
|
2022
Q1 | $2.38M | Sell |
75,899
-23,618
| -24% | -$742K | 0.1% | 202 |
|
|
2021
Q4 | $3.69M | Buy |
99,517
+34,634
| +53% | +$1.28M | 0.15% | 144 |
|
|
2021
Q3 | $2.3M | Sell |
64,883
-28,519
| -31% | -$1.01M | 0.11% | 199 |
|
|
2021
Q2 | $3.02M | Buy |
93,402
+44,910
| +93% | +$1.45M | 0.15% | 150 |
|
|
2021
Q1 | $1.41M | Buy |
+48,492
| New | +$1.41M | 0.08% | 258 |
|