Meeder Advisory Services’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 | $421K | Sell |
7,703
-264
| -3% | -$14.4K | 0.02% | 413 |
|
|
2025
Q1 | $427K | Buy |
7,967
+193
| +2% | +$10.3K | 0.03% | 390 |
|
|
2024
Q4 | $609K | Buy |
7,774
+289
| +4% | +$22.7K | 0.04% | 313 |
|
|
2024
Q3 | $461K | Buy |
7,485
+369
| +5% | +$22.7K | 0.03% | 360 |
|
|
2024
Q2 | $354K | Buy |
7,116
+2,363
| +50% | +$118K | 0.03% | 375 |
|
|
2024
Q1 | $210K | Buy |
+4,753
| New | +$210K | 0.02% | 423 |
|
|
2023
Q2 | – | Sell |
-6,400
| Closed | -$203K | – | 445 |
|
|
2023
Q1 | $203K | Sell |
6,400
-935
| -13% | -$29.7K | 0.02% | 414 |
|
|
2022
Q4 | $240K | Buy |
+7,335
| New | +$240K | 0.03% | 377 |
|