Safeguard Investment Advisory Group’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 | $2.16M | Hold |
39,437
| – | – | 0.54% | 19 |
|
|
2025
Q1 | $2.11M | Hold |
39,437
| – | – | 0.57% | 19 |
|
|
2024
Q4 | $3.09M | Hold |
39,437
| – | – | 0.85% | 16 |
|
|
2024
Q3 | $2.43M | Hold |
39,437
| – | – | 0.69% | 16 |
|
|
2024
Q2 | $1.96M | Hold |
39,437
| – | – | 0.61% | 17 |
|
|
2024
Q1 | $1.74M | Hold |
39,437
| – | – | 0.59% | 19 |
|
|
2023
Q4 | $1.59M | Hold |
39,437
| – | – | 0.6% | 22 |
|
|
2023
Q3 | $1.44M | Hold |
39,437
| – | – | 0.63% | 22 |
|
|
2023
Q2 | $1.31M | Hold |
39,437
| – | – | 0.56% | 27 |
|
|
2023
Q1 | $1.25M | Sell |
39,437
-1,814
| -4% | -$57.6K | 0.6% | 29 |
|
|
2022
Q4 | $1.35M | Hold |
41,251
| – | – | 0.83% | 28 |
|
|
2022
Q3 | $1.16M | Hold |
41,251
| – | – | 0.8% | 28 |
|
|
2022
Q2 | $1.3M | Hold |
41,251
| – | – | 0.8% | 27 |
|
|
2022
Q1 | $1.3M | Buy |
41,251
+7,555
| +22% | +$237K | 0.88% | 22 |
|
|
2021
Q4 | $1.25M | Sell |
33,696
-11,812
| -26% | -$438K | 0.73% | 29 |
|
|
2021
Q3 | $1.62M | Buy |
45,508
+2,734
| +6% | +$97K | 1.04% | 24 |
|
|
2021
Q2 | $1.4M | Sell |
42,774
-6,722
| -14% | -$220K | 1% | 22 |
|
|
2021
Q1 | $1.42M | Buy |
49,496
+13,932
| +39% | +$401K | 1.27% | 18 |
|
|
2020
Q4 | $836K | Buy |
+35,564
| New | +$836K | 0.74% | 25 |
|