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Ritholtz Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Ritholtz Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$250K Buy
4,579
+89
+2% +$4.87K 0.01% 851
2025
Q1 		$241K Sell
4,490
-19
-0.4% -$1.02K 0.01% 807
2024
Q4 		$354K Buy
4,509
+794
+21% +$62.3K 0.01% 660
2024
Q3 		$229K Buy
+3,715
New +$229K 0.01% 774