Mount Yale 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 Q2	$656	Buy	+12	New	+$656	﹤0.01%	1408
2018 Q3	–	Sell	-113,796	Closed	-$2.32M	–	969
2018 Q2	$2.32M	Sell	113,796 -352	-0.3%	-$7.16K	0.44%	54
2018 Q1	$2.32M	Buy	+114,148	New	+$2.32M	0.5%	51