Redmont Wealth Advisors’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
Q1 | $530K | Sell |
9,899
-3,930
| -28% | -$211K | 1.03% | 18 |
|
|
2024
Q4 | $1.08M | Sell |
13,829
-1,401
| -9% | -$110K | 1.87% | 9 |
|
|
2024
Q3 | $937K | Sell |
15,230
-3,899
| -20% | -$240K | 1.45% | 13 |
|
|
2024
Q2 | $952K | Sell |
19,129
-4,374
| -19% | -$218K | 1.5% | 12 |
|
|
2024
Q1 | $1.04M | Sell |
23,503
-191
| -0.8% | -$8.42K | 1.44% | 15 |
|
|
2023
Q4 | $957K | Buy |
23,694
+321
| +1% | +$13K | 1.39% | 16 |
|
|
2023
Q3 | $856K | Sell |
23,373
-2,781
| -11% | -$102K | 1.5% | 15 |
|
|
2023
Q2 | $868K | Buy |
26,154
+2,049
| +9% | +$68K | 1.49% | 12 |
|
|
2023
Q1 | $765K | Buy |
24,105
+713
| +3% | +$22.6K | 1.54% | 11 |
|
|
2022
Q4 | $767K | Buy |
23,392
+5,125
| +28% | +$168K | 0.9% | 23 |
|
|
2022
Q3 | $515K | Buy |
18,267
+9,414
| +106% | +$265K | 0.67% | 33 |
|
|
2022
Q2 | $234K | Buy |
8,853
+1,904
| +27% | +$50.3K | 0.28% | 87 |
|
|
2022
Q1 | $218K | Buy |
+6,949
| New | +$218K | 0.23% | 102 |
|