Pathstone Family Office’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
2023
Q3
$230K Buy
2023
Q1
Sell
2022
Q4
$673K Buy
2022
Q3
$555K Buy
2021
Q1
Sell
2020
Q4
$19K Buy
2017
Q2
Sell
2017
Q1
$1K Buy