LGT Financial Advisors’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 |
-165
| Closed | -$12.9K | – | 522 |
|
|
2024
Q4 | $12.9K | Hold |
165
| – | – | 0.03% | 395 |
|
|
2024
Q3 | $10.2K | Hold |
165
| – | – | 0.03% | 417 |
|
|
2024
Q2 | $8.21K | Hold |
165
| – | – | 0.02% | 511 |
|
|
2024
Q1 | $7.28K | Hold |
165
| – | – | 0.01% | 544 |
|
|
2023
Q4 | $6.67K | Sell |
165
-33
| -17% | -$1.33K | 0.01% | 563 |
|
|
2023
Q3 | $7.25K | Buy |
+198
| New | +$7.25K | 0.01% | 543 |
|