Shelton Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Shelton Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.4M	Buy
2025 Q2	$1.11M	Buy
2025 Q1	$784K	Sell
2024 Q4	$1.17M	Sell
2024 Q3	$976K	Sell
2024 Q2	$882K	Buy
2024 Q1	$577K	Buy