Orion Portfolio Solutions’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.08M | Sell |
38,874
-322
| -0.8% | -$17.3K | 0.02% | 684 |
|
|
2024
Q4 | $3.07M | Buy |
39,196
+24,388
| +165% | +$1.91M | 0.03% | 500 |
|
|
2024
Q3 | $911K | Sell |
14,808
-198
| -1% | -$12.2K | 0.01% | 1092 |
|
|
2024
Q2 | $747K | Buy |
15,006
+4,319
| +40% | +$215K | 0.01% | 1117 |
|
|
2024
Q1 | $471K | Buy |
10,687
+1,270
| +13% | +$56K | 0.01% | 1287 |
|
|
2023
Q4 | $383K | Buy |
9,417
+1,367
| +17% | +$55.6K | ﹤0.01% | 1312 |
|
|
2023
Q3 | $295K | Buy |
+8,050
| New | +$295K | ﹤0.01% | 1393 |
|
|
2020
Q3 | – | Sell |
-1,537
| Closed | -$23K | – | 1272 |
|
|
2020
Q2 | $23K | Buy |
1,537
+788
| +105% | +$11.8K | ﹤0.01% | 903 |
|
|
2020
Q1 | $10K | Buy |
749
+211
| +39% | +$2.82K | ﹤0.01% | 1068 |
|
|
2019
Q4 | $11K | Buy |
+538
| New | +$11K | ﹤0.01% | 965 |
|