OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $293K | Sell |
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|
2025
Q3 | $405K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $309K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $13K | Sell |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $16K | Buy |
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