Pathstone Holdings’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
$1.6M Buy
29,214
+3,599
+14% +$197K 0.01% 1127
2025
Q1
$1.38M Buy
25,615
+930
+4% +$50.3K 0.01% 1189
2024
Q4
$1.94M Sell
24,685
-4,793
-16% -$376K 0.01% 988
2024
Q3
$1.81M Sell
29,478
-134
-0.5% -$8.25K 0.01% 1030
2024
Q2
$1.47M Buy
29,612
+365
+1% +$18.2K 0.01% 1082
2024
Q1
$1.29M Buy
29,247
+1,042
+4% +$46K 0.01% 1125
2023
Q4
$1.14M Buy
+28,205
New +$1.14M 0.01% 1006