Ridgewood Investments’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 | $104K | Sell |
1,900
-300
| -14% | -$16.4K | 0.04% | 251 |
|
|
2025
Q1 | $118K | Hold |
2,200
| – | – | 0.06% | 229 |
|
|
2024
Q4 | $172K | Hold |
2,200
| – | – | 0.08% | 185 |
|
|
2024
Q3 | $135K | Hold |
2,200
| – | – | 0.07% | 210 |
|
|
2024
Q2 | $109K | Buy |
+2,200
| New | +$109K | 0.05% | 237 |
|
|
2023
Q3 | – | Sell |
-2,200
| Closed | -$73K | – | 471 |
|
|
2023
Q2 | $73K | Hold |
2,200
| – | – | 0.04% | 276 |
|
|
2023
Q1 | $69.8K | Buy |
+2,200
| New | +$69.8K | 0.04% | 291 |
|