Phillips Wealth Planners’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 Q1	–	Sell	-3,284	Closed	-$235K	–	186
2024 Q4	$235K	Sell	3,284 -7	-0.2%	-$500	0.23%	152
2024 Q3	$219K	Buy	+3,291	New	+$219K	0.21%	173