M Holdings Securities’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
2023 Q1	–	Sell	-71,378	Closed	-$2.34M	–	530
2022 Q4	$2.34M	Hold	71,378	–	–	0.25%	84
2022 Q3	$2.01M	Hold	71,378	–	–	0.22%	86
2022 Q2	$1.89M	Buy	71,378 +19,711	+38%	+$583K	0.19%	94
2022 Q1	$1.62M	Buy	+51,667	New	+$1.75M	0.12%	128
2021 Q2	$1.7M	Buy	51,927 +6,852	+15%	+$209K	0.17%	114
2021 Q1	$1.3M	Buy	45,075 +2,822	+7%	+$76.9K	0.12%	159
2020 Q4	$994K	Hold	42,253	–	–	0.13%	125
2020 Q3	$727K	Buy	42,253 +189	+0.4%	+$3.09K	0.12%	125
2020 Q2	$625K	Buy	42,064 +7,378	+21%	+$98.8K	0.11%	135
2020 Q1	$453K	Buy	34,686 +62	+0.2%	+$1.18K	0.07%	198
2019 Q4	$707K	Hold	34,624	–	–	0.21%	116
2019 Q3	$609K	Buy	34,624 +4,417	+15%	+$78.6K	0.19%	123
2019 Q2	$520K	Hold	30,207	–	–	0.18%	130
2019 Q1	$508K	Hold	30,207	–	–	0.12%	204
2018 Q4	$469K	Hold	30,207	–	–	0.15%	182
2018 Q3	$594K	Hold	30,207	–	–	0.16%	169
2018 Q2	$615K	Buy	30,207 +6,095	+25%	+$128K	0.17%	164
2018 Q1	$491K	Sell	24,112 -6,435	-21%	-$146K	0.15%	186
2017 Q4	$724K	Hold	30,547	–	–	0.22%	138
2017 Q3	$690K	Buy	30,547 +6,038	+25%	+$135K	0.22%	134
2017 Q2	$574K	Hold	24,509	–	–	0.2%	147
2017 Q1	$570K	Hold	24,509	–	–	0.22%	128
2016 Q4	$510K	Hold	24,509	–	–	0.18%	130
2016 Q3	$418K	Hold	24,509	–	–	0.19%	151
2016 Q2	$380K	Buy	24,509 +3,542	+17%	+$54.1K	0.19%	145
2016 Q1	$303K	Hold	20,967	–	–	0.19%	150
2015 Q4	$326K	Hold	20,967	–	–	0.22%	141
2015 Q3	$380K	Hold	20,967	–	–	0.27%	114
2015 Q2	$456K	Buy	20,967 +1,752	+9%	+$37.4K	0.3%	98
2015 Q1	$383K	Hold	19,215	–	–	0.25%	117
2014 Q4	$386K	Hold	19,215	–	–	0.25%	114
2014 Q3	$410K	Hold	19,215	–	–	0.23%	105
2014 Q2	$451K	Buy	+19,215	New	+$446K	0.29%	96