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Plato Investment Management’s Jefferies Financial Group JEF Stock Holding History

Plato Investment Management’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,034
Closed -$56K – 544
2025
Q1 		$56K Sell
1,034
-8,975
-90% -$486K ﹤0.01% 450
2024
Q4 		$788K Buy
+10,009
New +$788K 0.06% 286