NorthRock Partners’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 | $410K | Buy |
7,498
+1,300
| +21% | +$71.1K | 0.01% | 448 |
|
|
2025
Q1 | $332K | Buy |
6,198
+457
| +8% | +$24.5K | 0.01% | 447 |
|
|
2024
Q4 | $450K | Buy |
5,741
+9
| +0.2% | +$706 | 0.01% | 378 |
|
|
2024
Q3 | $353K | Buy |
5,732
+184
| +3% | +$11.3K | 0.01% | 445 |
|
|
2024
Q2 | $276K | Buy |
5,548
+142
| +3% | +$7.07K | 0.01% | 497 |
|
|
2024
Q1 | $238K | Buy |
5,406
+161
| +3% | +$7.1K | 0.01% | 541 |
|
|
2023
Q4 | $212K | Buy |
+5,245
| New | +$212K | 0.01% | 531 |
|