Prospera Financial Services’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
2025 Q4	–	Sell	-3,771	Closed	-$247K	–	1400
2025 Q3	$247K	Sell	3,771 -246	-6%	-$15K	﹤0.01%	1218
2025 Q2	$220K	Sell	4,017 -246	-6%	-$12.2K	﹤0.01%	1228
2025 Q1	$229K	Buy	4,263 +1,600	+60%	+$109K	0.01%	1082
2024 Q4	$209K	Buy	+2,663	New	+$192K	﹤0.01%	1073
2023 Q2	–	Sell	-26,200	Closed	-$832K	–	1048
2023 Q1	$832K	Buy	+26,200	New	+$947K	0.03%	477
2022 Q3	–	Sell	-10,003	Closed	-$264K	–	1232
2022 Q2	$264K	Sell	10,003 -246	-2%	-$7.27K	0.01%	660
2022 Q1	$322K	Buy	10,249 +3,798	+59%	+$129K	0.01%	725
2021 Q4	$239K	Buy	+6,451	New	+$248K	0.01%	780
2020 Q4	–	Sell	-183	Closed	-$3K	–	1124
2020 Q3	$3K	Buy	+183	New	+$2.99K	﹤0.01%	1389