PFP
Pinnacle Financial Partners’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $238K | Buy |
4,450
+125
| +3% | +$6.7K | ﹤0.01% | 418 |
|
|
2024
Q4 | $339K | Hold |
4,325
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $266K | Hold |
4,325
| – | – | 0.01% | 394 |
|
|
2024
Q2 | $215K | Buy |
+4,325
| New | +$215K | ﹤0.01% | 418 |
|
|
2022
Q1 | – | Sell |
-7,655
| Closed | -$297K | – | 462 |
|
|
2021
Q4 | $297K | Hold |
7,655
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $284K | Buy |
+7,655
| New | +$284K | 0.01% | 328 |
|