PWA
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Principia Wealth Advisory’s Jefferies Financial Group JEF Stock Holding History

Principia Wealth Advisory’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 		$328 Hold
6
– – ﹤0.01% 833
2025
Q1 		$283 Sell
6
-2
-25% -$94 ﹤0.01% 706
2024
Q4 		$627 Buy
+8
New +$627 ﹤0.01% 482