Perigon Wealth Management’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
2025
Q4
$261K Buy
2018
Q2
Sell
2018
Q1
$50K Hold
2017
Q4
$58K Hold
2017
Q3
$55K Buy