Net Worth Advisory Group’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
$383K Buy
7,002
+388
+6% +$21.2K 0.08% 242
2025
Q1
$354K Buy
6,614
+126
+2% +$6.75K 0.11% 213
2024
Q4
$509K Buy
6,488
+62
+1% +$4.86K 0.15% 171
2024
Q3
$396K Buy
+6,426
New +$396K 0.12% 201