MPWT
MassMutual Private Wealth & Trust’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.3K | Sell |
1,340
-185
| -12% | -$10.1K | ﹤0.01% | 680 |
|
|
2025
Q1 | $81.7K | Buy |
1,525
+783
| +106% | +$41.9K | ﹤0.01% | 608 |
|
|
2024
Q4 | $58.2K | Buy |
742
+127
| +21% | +$9.96K | ﹤0.01% | 709 |
|
|
2024
Q3 | $37.9K | Buy |
615
+95
| +18% | +$5.85K | ﹤0.01% | 736 |
|
|
2024
Q2 | $25.9K | Buy |
520
+224
| +76% | +$11.1K | ﹤0.01% | 798 |
|
|
2024
Q1 | $13.1K | Sell |
296
-7
| -2% | -$309 | ﹤0.01% | 955 |
|
|
2023
Q4 | $12.2K | Buy |
303
+37
| +14% | +$1.5K | ﹤0.01% | 950 |
|
|
2023
Q3 | $9.74K | Hold |
266
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q2 | $8.82K | Sell |
266
-83
| -24% | -$2.75K | ﹤0.01% | 1002 |
|
|
2023
Q1 | $11.1K | Sell |
349
-16
| -4% | -$508 | ﹤0.01% | 910 |
|
|
2022
Q4 | $13K | Buy |
365
+92
| +34% | +$3.28K | ﹤0.01% | 736 |
|
|
2022
Q3 | $8K | Buy |
273
+95
| +53% | +$2.78K | ﹤0.01% | 812 |
|
|
2022
Q2 | $5K | Buy |
178
+7
| +4% | +$197 | ﹤0.01% | 894 |
|
|
2022
Q1 | $6K | Buy |
171
+22
| +15% | +$772 | ﹤0.01% | 873 |
|
|
2021
Q4 | $6K | Hold |
149
| – | – | ﹤0.01% | 857 |
|
|
2021
Q3 | $6K | Hold |
149
| – | – | ﹤0.01% | 827 |
|
|
2021
Q2 | $5K | Hold |
149
| – | – | ﹤0.01% | 844 |
|
|
2021
Q1 | $4K | Buy |
149
+63
| +73% | +$1.69K | ﹤0.01% | 766 |
|
|
2020
Q4 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 786 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1088 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 728 |
|
|
2016
Q2 | – | Sell |
-339
| Closed | -$5.48K | – | 929 |
|
|
2016
Q1 | $5.48K | Buy |
+339
| New | +$5.48K | ﹤0.01% | 624 |
|