MWM
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MorganRosel Wealth Management’s Jefferies Financial Group JEF Stock Holding History

MorganRosel Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$516K Sell
9,431
-13,608
-59% -$744K 0.14% 84
2025
Q1 		$1.23M Buy
+23,039
New +$1.23M 0.37% 47