Montag & Associates’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	-568	Closed	-$44.5K	–	1019
2024 Q4	$44.5K	Hold	568	–	–	﹤0.01%	630
2024 Q3	$35K	Buy	+568	New	+$35K	﹤0.01%	657