Modera Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Modera Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.66M	Sell
2025 Q1	$1.62M	Sell
2024 Q4	$2.4M	Buy
2024 Q3	$1.88M	Sell
2024 Q2	$4.38M	Sell
2024 Q1	$4.32M	Sell
2023 Q4	$4.09M	Sell
2023 Q3	$3.86M	Sell
2023 Q2	$3.88M	Buy