Moody Aldrich Partners’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.5M | Hold |
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|
2023
Q3 | $2.27M | Hold |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $985K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $382K | Sell |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $305K | Buy |
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