Spire Wealth Management’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 | $119K | Hold |
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|
2025
Q2 | $99.8K | Sell |
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|
2025
Q1 | $100K | Sell |
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|
2024
Q4 | $154K | Sell |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $158K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $132K | Buy |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $90K | Hold |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $245K | Buy |
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