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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$328	Hold
2025 Q1	$283	Sell
2024 Q4	$627	Buy