Rise 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
Q2 | $19.8K | Buy |
363
+3
| +0.8% | +$164 | 0.01% | 546 |
|
|
2025
Q1 | $19.3K | Sell |
360
-88
| -20% | -$4.71K | 0.01% | 513 |
|
|
2024
Q4 | $35.1K | Buy |
448
+2
| +0.4% | +$157 | 0.02% | 327 |
|
|
2024
Q3 | $27.5K | Buy |
446
+3
| +0.7% | +$185 | 0.01% | 459 |
|
|
2024
Q2 | $22.1K | Buy |
443
+2
| +0.5% | +$100 | 0.01% | 569 |
|
|
2024
Q1 | $19.4K | Buy |
+441
| New | +$19.4K | 0.01% | 669 |
|