Shelton Wealth Management’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 | $1.11M | Buy |
20,306
+5,667
| +39% | +$310K | 0.54% | 69 |
|
|
2025
Q1 | $784K | Sell |
14,639
-226
| -2% | -$12.1K | 0.43% | 77 |
|
|
2024
Q4 | $1.17M | Sell |
14,865
-995
| -6% | -$78K | 0.6% | 51 |
|
|
2024
Q3 | $976K | Sell |
15,860
-1,858
| -10% | -$114K | 0.53% | 59 |
|
|
2024
Q2 | $882K | Buy |
17,718
+4,640
| +35% | +$231K | 0.5% | 62 |
|
|
2024
Q1 | $577K | Buy |
+13,078
| New | +$577K | 0.36% | 70 |
|