Kingsview Wealth Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Sell |
|
|||||
|
2025
Q2 | $331K | Hold |
|
|||||
|
2025
Q1 | $324K | Sell |
|
|||||
|
2024
Q4 | $480K | Sell |
|
|||||
|
2024
Q3 | $378K | Sell |
|
|||||
|
2024
Q2 | $312K | Hold |
|
|||||
|
2024
Q1 | $277K | Buy |
|
|||||
|
2023
Q4 | $218K | Sell |
|
|||||
|
2023
Q3 | $4.72M | Buy |
|
|||||
|
2023
Q2 | $3.46M | Sell |
|
|||||
|
2023
Q1 | $3.65M | Buy |
|
|||||
|
2022
Q4 | $3.59M | Buy |
|
|||||
|
2022
Q3 | $2.64M | Buy |
|
|||||
|
2022
Q2 | $2.21M | Buy |
|
|||||
|
2022
Q1 | $2.38M | Sell |
|
|||||
|
2021
Q4 | $3.69M | Buy |
|
|||||
|
2021
Q3 | $2.3M | Sell |
|
|||||
|
2021
Q2 | $3.02M | Buy |
|
|||||
|
2021
Q1 | $1.41M | Buy |
|