Sequoia Financial Advisors’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 | $9.27M | Buy |
169,445
+20,728
| +14% | +$1.13M | 0.06% | 197 |
|
|
2025
Q1 | $7.97M | Buy |
148,717
+4,846
| +3% | +$260K | 0.06% | 216 |
|
|
2024
Q4 | $11.3M | Buy |
143,871
+23,864
| +20% | +$1.87M | 0.11% | 160 |
|
|
2024
Q3 | $7.39M | Buy |
120,007
+112,666
| +1,535% | +$6.93M | 0.08% | 177 |
|
|
2024
Q2 | $365K | Buy |
7,341
+15
| +0.2% | +$746 | ﹤0.01% | 810 |
|
|
2024
Q1 | $323K | Sell |
7,326
-870
| -11% | -$38.4K | ﹤0.01% | 824 |
|
|
2023
Q4 | $331K | Buy |
+8,196
| New | +$331K | ﹤0.01% | 882 |
|