Lake Street Private Wealth’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 Q1	–	Sell	-2,750	Closed	-$216K	–	256
2024 Q4	$216K	Buy	+2,750	New	+$198K	0.03%	229
2022 Q1	–	Sell	-5,753	Closed	-$213K	–	338
2021 Q4	$213K	Sell	5,753 -2,615	-31%	-$101K	0.04%	307
2021 Q3	$297K	Sell	8,368 -3,138	-27%	-$105K	0.07%	184
2021 Q2	$372K	Hold	11,506	–	–	0.09%	159
2021 Q1	$331K	Hold	11,506	–	–	0.09%	168
2020 Q4	$271K	Hold	11,506	–	–	0.08%	172
2020 Q3	$198K	Sell	11,506 -837	-7%	-$13.7K	0.07%	157
2020 Q2	$183K	Hold	12,343	–	–	0.07%	149
2020 Q1	$161K	Sell	12,343 -1,778	-13%	-$33.9K	0.07%	138
2019 Q4	$288K	Sell	14,121 -418	-3%	-$7.91K	0.11%	145
2019 Q3	$256K	Sell	14,539 -989	-6%	-$17.6K	0.12%	136
2019 Q2	$267K	Sell	15,528 -1,117	-7%	-$19.2K	0.16%	104
2019 Q1	$280K	Buy	+16,645	New	+$294K	0.19%	90