MWM
Modera Wealth Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
30,277
-47
| -0.2% | -$2.57K | 0.02% | 279 |
|
|
2025
Q1 | $1.62M | Sell |
30,324
-326
| -1% | -$17.5K | 0.02% | 264 |
|
|
2024
Q4 | $2.4M | Buy |
30,650
+95
| +0.3% | +$7.45K | 0.03% | 232 |
|
|
2024
Q3 | $1.88M | Sell |
30,555
-57,415
| -65% | -$3.53M | 0.02% | 238 |
|
|
2024
Q2 | $4.38M | Sell |
87,970
-9,945
| -10% | -$495K | 0.06% | 165 |
|
|
2024
Q1 | $4.32M | Sell |
97,915
-3,241
| -3% | -$143K | 0.07% | 172 |
|
|
2023
Q4 | $4.09M | Sell |
101,156
-4,179
| -4% | -$169K | 0.07% | 170 |
|
|
2023
Q3 | $3.86M | Sell |
105,335
-11,518
| -10% | -$422K | 0.07% | 169 |
|
|
2023
Q2 | $3.88M | Buy |
+116,853
| New | +$3.88M | 0.07% | 172 |
|