Prana Capital 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	$10.7M	Buy	258,581 +165,410	+178%	+$8.58M	0.33%	59
2025 Q4	$5.77M	Buy	93,171 +977	+1%	+$56K	0.21%	66
2025 Q3	$6.03M	Buy	92,194 +19,413	+27%	+$1.18M	0.2%	66
2025 Q2	$3.98M	Buy	+72,781	New	+$3.6M	0.14%	68
2024 Q4	–	Sell	-27,121	Closed	-$1.67M	–	109
2024 Q3	$1.67M	Buy	27,121 +18,023	+198%	+$1.02M	0.08%	74
2024 Q2	$453K	Sell	9,098 -586	-6%	-$26.3K	0.02%	93
2024 Q1	$427K	Sell	9,684 -148,125	-94%	-$6.17M	0.02%	84
2023 Q4	$6.38M	Buy	+157,809	New	+$5.58M	0.38%	57
2023 Q2	–	Sell	-128,098	Closed	-$4.07M	–	96
2023 Q1	$4.07M	Buy	+128,098	New	+$4.63M	0.34%	55
2021 Q2	–	Sell	-164,266	Closed	-$4.73M	–	86
2021 Q1	$4.73M	Buy	+164,266	New	+$4.48M	0.39%	57
2020 Q3	–	Sell	-242,103	Closed	-$3.6M	–	59
2020 Q2	$3.6M	Buy	242,103 +2,862	+1%	+$38.3K	0.49%	43
2020 Q1	$3.13M	Sell	239,241 -661,686	-73%	-$12.6M	0.91%	31
2019 Q4	$18.4M	Sell	900,927 -23,325	-3%	-$441K	2.7%	16
2019 Q3	$16.3M	Sell	924,252 -333,366	-27%	-$5.94M	2.93%	11
2019 Q2	$21.6M	Buy	1,257,618 +261,157	+26%	+$4.48M	3.89%	9
2019 Q1	$16.8M	Buy	996,461 +424,164	+74%	+$7.49M	2.58%	18
2018 Q4	$8.89M	Sell	572,297 -886,312	-61%	-$16.2M	1.91%	20
2018 Q3	$28.7M	Buy	1,458,609 +391,889	+37%	+$8.17M	6.21%	4
2018 Q2	$21.7M	Buy	+1,066,720	New	+$22.3M	5.8%	4