NorthRock Partners’s Jefferies Financial Group JEF Stock Holding History

NorthRock Partners’s Portfolio JEF Stock Details JEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$449K	Sell
2025 Q2	$410K	Buy
2025 Q1	$332K	Buy
2024 Q4	$450K	Buy
2024 Q3	$353K	Buy
2024 Q2	$276K	Buy
2024 Q1	$238K	Buy
2023 Q4	$212K	Buy