Moneta Group Investment Advisors’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 Q1	–	Sell	-4,327	Closed	-$339K	–	687
2024 Q4	$339K	Sell	4,327 -141	-3%	-$11.1K	﹤0.01%	506
2024 Q3	$275K	Sell	4,468 -51	-1%	-$3.14K	﹤0.01%	540
2024 Q2	$225K	Buy	+4,519	New	+$225K	﹤0.01%	555