NewSquare Capital’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 | $9.24K | Buy |
169
+21
| +14% | +$1.15K | ﹤0.01% | 666 |
|
|
2025
Q1 | $7.93K | Buy |
148
+141
| +2,014% | +$7.55K | ﹤0.01% | 593 |
|
|
2024
Q4 | $549 | Buy |
+7
| New | +$549 | ﹤0.01% | 704 |
|
|
2022
Q2 | – | Sell |
-1,778
| Closed | -$56K | – | 439 |
|
|
2022
Q1 | $56K | Sell |
1,778
-123,554
| -99% | -$3.89M | 0.01% | 198 |
|
|
2021
Q4 | $4.65M | Buy |
125,332
+5,607
| +5% | +$208K | 0.49% | 47 |
|
|
2021
Q3 | $4.25M | Buy |
119,725
+5,125
| +4% | +$182K | 0.5% | 39 |
|
|
2021
Q2 | $3.75M | Buy |
114,600
+8,421
| +8% | +$275K | 0.44% | 54 |
|
|
2021
Q1 | $3.06M | Buy |
+106,179
| New | +$3.06M | 0.4% | 66 |
|
|
2019
Q3 | – | Sell |
-198
| Closed | -$3K | – | 319 |
|
|
2019
Q2 | $3K | Hold |
198
| – | – | ﹤0.01% | 314 |
|
|
2019
Q1 | $3K | Hold |
198
| – | – | ﹤0.01% | 295 |
|
|
2018
Q4 | $3K | Hold |
198
| – | – | ﹤0.01% | 289 |
|
|
2018
Q3 | $4K | Buy |
+198
| New | +$4K | ﹤0.01% | 280 |
|