Spire 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 | $99.8K | Sell |
1,825
-45
| -2% | -$2.46K | ﹤0.01% | 971 |
|
|
2025
Q1 | $100K | Sell |
1,870
-100
| -5% | -$5.36K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $154K | Sell |
1,970
-840
| -30% | -$65.9K | ﹤0.01% | 893 |
|
|
2024
Q3 | $173K | Sell |
2,810
-440
| -14% | -$27.1K | 0.01% | 771 |
|
|
2024
Q2 | $162K | Sell |
3,250
-323
| -9% | -$16.1K | 0.01% | 766 |
|
|
2024
Q1 | $158K | Sell |
3,573
-2
| -0.1% | -$88 | ﹤0.01% | 843 |
|
|
2023
Q4 | $143K | Sell |
3,575
-25
| -0.7% | -$1K | ﹤0.01% | 875 |
|
|
2023
Q3 | $132K | Buy |
3,600
+30
| +0.8% | +$1.1K | 0.01% | 847 |
|
|
2023
Q2 | $118K | Hold |
3,570
| – | – | ﹤0.01% | 916 |
|
|
2023
Q1 | $113K | Buy |
3,570
+819
| +30% | +$26K | ﹤0.01% | 928 |
|
|
2022
Q4 | $90K | Hold |
2,751
| – | – | 0.01% | 784 |
|
|
2022
Q3 | $78K | Sell |
2,751
-2,102
| -43% | -$59.6K | ﹤0.01% | 791 |
|
|
2022
Q2 | $128K | Sell |
4,853
-2,511
| -34% | -$66.2K | 0.01% | 937 |
|
|
2022
Q1 | $231K | Sell |
7,364
-476
| -6% | -$14.9K | 0.01% | 830 |
|
|
2021
Q4 | $291K | Buy |
7,840
+413
| +6% | +$15.3K | 0.01% | 919 |
|
|
2021
Q3 | $264K | Sell |
7,427
-418
| -5% | -$14.9K | 0.01% | 809 |
|
|
2021
Q2 | $257K | Sell |
7,845
-675
| -8% | -$22.1K | 0.01% | 844 |
|
|
2021
Q1 | $245K | Buy |
+8,520
| New | +$245K | 0.01% | 970 |
|