Roberts Capital 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
Q3 | – | Sell |
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|
2025
Q2 | $689K | Hold |
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|
2025
Q1 | $675K | Hold |
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|
2024
Q4 | $987K | Hold |
|
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|
2024
Q3 | $775K | Hold |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $555K | Buy |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $443K | Hold |
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|
2021
Q4 | $524K | Buy |
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