Safeguard Investment Advisory Group’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 | $2.58M | Hold |
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|
2025
Q2 | $2.16M | Hold |
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|
2025
Q1 | $2.11M | Hold |
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|
2024
Q4 | $3.09M | Hold |
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|
2024
Q3 | $2.43M | Hold |
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|
2024
Q2 | $1.96M | Hold |
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|
2024
Q1 | $1.74M | Hold |
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|
2023
Q4 | $1.59M | Hold |
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|
2023
Q3 | $1.44M | Hold |
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|
2023
Q2 | $1.31M | Hold |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.35M | Hold |
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|
2022
Q3 | $1.16M | Hold |
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|
2022
Q2 | $1.29M | Hold |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $836K | Buy |
|