NewSquare Capital’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	-169	Closed	-$9.24K	–	721
2025 Q2	$9.24K	Buy	169 +21	+14%	+$1.04K	﹤0.01%	671
2025 Q1	$7.93K	Buy	148 +141	+2,014%	+$9.57K	﹤0.01%	598
2024 Q4	$549	Buy	+7	New	+$504	﹤0.01%	704
2022 Q2	–	Sell	-1,778	Closed	-$56K	–	439
2022 Q1	$56K	Sell	1,778 -123,554	-99%	-$4.2M	0.01%	198
2021 Q4	$4.65M	Buy	125,332 +5,607	+5%	+$216K	0.49%	47
2021 Q3	$4.25M	Buy	119,725 +5,125	+4%	+$171K	0.5%	39
2021 Q2	$3.75M	Buy	114,600 +8,421	+8%	+$257K	0.44%	54
2021 Q1	$3.06M	Buy	+106,179	New	+$2.89M	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	+$4.13K	﹤0.01%	280