Oak Thistle LLC’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
$759K Buy
+13,881
New +$759K 0.11% 311
2024
Q2
Sell
-8,744
Closed -$386K 373
2024
Q1
$386K Buy
+8,744
New +$386K 0.35% 128
2023
Q3
Sell
-19,961
Closed -$662K 528
2023
Q2
$662K Buy
+19,961
New +$662K 0.35% 104