MBM Wealth Consultants’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
2026 Q1	$1.34M	Buy	32,353 +5,603	+21%	+$291K	0.31%	48
2025 Q4	$1.66M	Buy	26,750 +355	+1%	+$20.3K	0.39%	40
2025 Q3	$1.73M	Sell	26,395 -4,704	-15%	-$287K	0.43%	35
2025 Q2	$1.7M	Buy	31,099 +3,472	+13%	+$172K	0.46%	35
2025 Q1	$1.48M	Sell	27,627 -216	-0.8%	-$14.7K	0.44%	37
2024 Q4	$2.2M	Sell	27,843 -334	-1%	-$24K	0.66%	21
2024 Q3	$1.73M	Buy	28,177 +1,333	+5%	+$75.6K	0.55%	26
2024 Q2	$1.38M	Buy	26,844 +826	+3%	+$37.1K	0.47%	32
2024 Q1	$1.15M	Buy	26,018 +894	+4%	+$37.2K	0.4%	41
2023 Q4	$1.03M	Buy	25,124 +2,101	+9%	+$74.3K	0.38%	41
2023 Q3	$766K	Buy	23,023 +3,148	+16%	+$113K	0.33%	48
2023 Q2	$701K	Buy	19,875 +4,563	+30%	+$142K	0.3%	51
2023 Q1	$570K	Sell	15,312 -704	-4%	-$25.4K	0.23%	51
2022 Q4	$524K	Buy	+16,016	New	+$532K	0.24%	53