Rothschild Investment LLC’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 | $30.1K | Buy |
550
+24
| +5% | +$1.31K | ﹤0.01% | 914 |
|
|
2025
Q1 | $28.2K | Buy |
526
+10
| +2% | +$536 | ﹤0.01% | 912 |
|
|
2024
Q4 | $40.5K | Hold |
516
| – | – | ﹤0.01% | 827 |
|
|
2024
Q3 | $31.8K | Buy |
516
+11
| +2% | +$677 | ﹤0.01% | 895 |
|
|
2024
Q2 | $25.1K | Hold |
505
| – | – | ﹤0.01% | 920 |
|
|
2024
Q1 | $22.3K | Hold |
505
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $20.4K | Buy |
+505
| New | +$20.4K | ﹤0.01% | 860 |
|