OneDigital Investment Advisors’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 | $275K | Sell |
5,037
-65
| -1% | -$3.56K | ﹤0.01% | 1210 |
|
|
2025
Q1 | $273K | Buy |
5,102
+1,157
| +29% | +$62K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $309K | Buy |
+3,945
| New | +$309K | ﹤0.01% | 1118 |
|
|
2019
Q3 | – | Sell |
-374
| Closed | -$6K | – | 827 |
|
|
2019
Q2 | $6K | Hold |
374
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q1 | $6K | Sell |
374
-240
| -39% | -$3.85K | ﹤0.01% | 962 |
|
|
2018
Q4 | $10K | Hold |
614
| – | – | ﹤0.01% | 851 |
|
|
2018
Q3 | $12K | Hold |
614
| – | – | ﹤0.01% | 790 |
|
|
2018
Q2 | $13K | Sell |
614
-56
| -8% | -$1.19K | ﹤0.01% | 965 |
|
|
2018
Q1 | $14K | Hold |
670
| – | – | ﹤0.01% | 946 |
|
|
2017
Q4 | $16K | Hold |
670
| – | – | ﹤0.01% | 871 |
|
|
2017
Q3 | $15K | Hold |
670
| – | – | 0.01% | 728 |
|
|
2017
Q2 | $16K | Buy |
+670
| New | +$16K | ﹤0.01% | 822 |
|