Steward Partners Investment Advisory’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 | $180K | Sell |
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|
2025
Q2 | $182K | Buy |
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|
2025
Q1 | $162K | Sell |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | $172K | Buy |
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|
2024
Q2 | $80.2K | Sell |
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|
2024
Q1 | $77.1K | Buy |
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|
2023
Q4 | $60.6K | Hold |
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|
2023
Q3 | $54.9K | Hold |
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|
2023
Q2 | $49.8K | Hold |
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|
2023
Q1 | $47.6K | Sell |
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|
2022
Q4 | $51.4K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $58K | Hold |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $51K | Sell |
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|
2021
Q1 | $48.2K | Buy |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $27K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Sell |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Buy |
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