Prospera Financial Services’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $220K | Sell |
4,017
-246
| -6% | -$13.5K | ﹤0.01% | 1228 |
|
2025
Q1 | $229K | Buy |
4,263
+1,600
| +60% | +$85.8K | 0.01% | 1082 |
|
2024
Q4 | $209K | Buy |
+2,663
| New | +$209K | ﹤0.01% | 1073 |
|
2023
Q2 | – | Sell |
-26,200
| Closed | -$832K | – | 1048 |
|
2023
Q1 | $832K | Buy |
+26,200
| New | +$832K | 0.03% | 477 |
|
2022
Q3 | – | Sell |
-10,003
| Closed | -$264K | – | 1232 |
|
2022
Q2 | $264K | Sell |
10,003
-246
| -2% | -$6.49K | 0.01% | 660 |
|
2022
Q1 | $322K | Buy |
10,249
+3,798
| +59% | +$119K | 0.01% | 725 |
|
2021
Q4 | $239K | Buy |
+6,451
| New | +$239K | 0.01% | 780 |
|
2020
Q4 | – | Sell |
-183
| Closed | -$3K | – | 1124 |
|
2020
Q3 | $3K | Buy |
+183
| New | +$3K | ﹤0.01% | 1389 |
|