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	-4,008	Closed	-$219K	–	196
2025 Q2	$219K	Sell	4,008 -66	-2%	-$3.27K	0.04%	172
2025 Q1	$218K	Sell	4,074 -1,587	-28%	-$108K	0.05%	160
2024 Q4	$444K	Sell	5,661 -28	-0.5%	-$2.01K	0.08%	138
2024 Q3	$350K	Buy	+5,689	New	+$323K	0.06%	149
2024 Q1	–	Sell	-61,978	Closed	-$2.5M	–	229
2023 Q4	$2.5M	Hold	61,978	–	–	0.45%	82
2023 Q3	$2.27M	Hold	61,978	–	–	0.43%	80
2023 Q2	$2.06M	Buy	61,978 +18,666	+43%	+$583K	0.4%	91
2023 Q1	$1.37M	Buy	43,312 +13,246	+44%	+$479K	0.28%	107
2022 Q4	$985K	Buy	+30,066	New	+$999K	0.2%	117
2022 Q3	–	Sell	-13,491	Closed	-$356K	–	165
2022 Q2	$356K	Sell	13,491 -136	-1%	-$4.02K	0.07%	124
2022 Q1	$428K	Buy	13,627 +3,331	+32%	+$113K	0.06%	123
2021 Q4	$382K	Sell	10,296 -136	-1%	-$5.24K	0.05%	131
2021 Q3	$370K	Sell	10,432 -8	-0.1%	-$268	0.05%	141
2021 Q2	$341K	Sell	10,440 -152	-1%	-$4.64K	0.05%	144
2021 Q1	$305K	Buy	+10,592	New	+$289K	0.04%	156