Lake Street Private Wealth’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
Q1 | – | Sell |
-2,750
| Closed | -$216K | – | 256 |
|
|
2024
Q4 | $216K | Buy |
+2,750
| New | +$216K | 0.03% | 229 |
|
|
2022
Q1 | – | Sell |
-5,753
| Closed | -$213K | – | 333 |
|
|
2021
Q4 | $213K | Sell |
5,753
-2,615
| -31% | -$96.8K | 0.04% | 305 |
|
|
2021
Q3 | $297K | Sell |
8,368
-3,138
| -27% | -$111K | 0.07% | 181 |
|
|
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% | -$14.4K | 0.07% | 157 |
|
|
2020
Q2 | $183K | Hold |
12,343
| – | – | 0.07% | 149 |
|
|
2020
Q1 | $161K | Sell |
12,343
-1,778
| -13% | -$23.2K | 0.07% | 138 |
|
|
2019
Q4 | $288K | Sell |
14,121
-418
| -3% | -$8.53K | 0.11% | 145 |
|
|
2019
Q3 | $256K | Sell |
14,539
-989
| -6% | -$17.4K | 0.12% | 136 |
|
|
2019
Q2 | $267K | Sell |
15,528
-1,117
| -7% | -$19.2K | 0.16% | 104 |
|
|
2019
Q1 | $280K | Buy |
+16,645
| New | +$280K | 0.19% | 90 |
|