MBM Wealth Consultants’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
Q2 | $1.7M | Buy |
31,099
+3,472
| +13% | +$190K | 0.46% | 35 |
|
|
2025
Q1 | $1.48M | Sell |
27,627
-216
| -0.8% | -$11.6K | 0.44% | 37 |
|
|
2024
Q4 | $2.2M | Sell |
27,843
-334
| -1% | -$26.4K | 0.66% | 21 |
|
|
2024
Q3 | $1.73M | Buy |
28,177
+1,333
| +5% | +$82K | 0.55% | 26 |
|
|
2024
Q2 | $1.38M | Buy |
26,844
+826
| +3% | +$42.5K | 0.47% | 32 |
|
|
2024
Q1 | $1.15M | Buy |
26,018
+894
| +4% | +$39.4K | 0.4% | 41 |
|
|
2023
Q4 | $1.03M | Buy |
25,124
+2,101
| +9% | +$86.1K | 0.38% | 41 |
|
|
2023
Q3 | $766K | Buy |
23,023
+3,148
| +16% | +$105K | 0.33% | 48 |
|
|
2023
Q2 | $701K | Buy |
19,875
+4,563
| +30% | +$161K | 0.3% | 51 |
|
|
2023
Q1 | $570K | Sell |
15,312
-704
| -4% | -$26.2K | 0.23% | 51 |
|
|
2022
Q4 | $524K | Buy |
+16,016
| New | +$524K | 0.24% | 53 |
|