Redmont Wealth Advisors’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	$919K	Buy	14,832 +333	+2%	+$19.1K	1.39%	17
2025 Q3	$949K	Sell	14,499 -742	-5%	-$45.3K	1.32%	21
2025 Q2	$834K	Buy	15,241 +5,342	+54%	+$264K	1.22%	21
2025 Q1	$530K	Sell	9,899 -3,930	-28%	-$267K	1.03%	18
2024 Q4	$1.08M	Sell	13,829 -1,401	-9%	-$101K	1.87%	9
2024 Q3	$937K	Sell	15,230 -3,899	-20%	-$221K	1.45%	13
2024 Q2	$952K	Sell	19,129 -4,374	-19%	-$196K	1.5%	12
2024 Q1	$1.04M	Sell	23,503 -191	-0.8%	-$7.96K	1.44%	15
2023 Q4	$957K	Buy	23,694 +321	+1%	+$11.4K	1.39%	16
2023 Q3	$856K	Sell	23,373 -2,781	-11%	-$99.6K	1.5%	15
2023 Q2	$868K	Buy	26,154 +2,049	+9%	+$64K	1.49%	12
2023 Q1	$765K	Buy	24,105 +713	+3%	+$25.8K	1.54%	11
2022 Q4	$767K	Buy	23,392 +5,125	+28%	+$170K	0.9%	23
2022 Q3	$515K	Buy	18,267 +9,414	+106%	+$285K	0.67%	33
2022 Q2	$234K	Buy	8,853 +1,904	+27%	+$56.3K	0.29%	88
2022 Q1	$218K	Buy	+6,949	New	+$236K	0.23%	102