Stratos Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

Stratos Wealth Partners’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,364	Closed	-$366K	–	1487
2024 Q2	$366K	Hold	7,364	–	–	0.01%	1018
2024 Q1	$325K	Sell	7,364 -170	-2%	-$7.08K	0.01%	1071
2023 Q4	$304K	Sell	7,534 -245	-3%	-$8.67K	0.01%	1075
2023 Q3	$285K	Sell	7,779 -340	-4%	-$12.2K	0.01%	1036
2023 Q2	$269K	Sell	8,119 -1,024	-11%	-$32K	0.01%	1000
2023 Q1	$290K	Sell	9,143 -1,098	-11%	-$39.7K	0.01%	885
2022 Q4	$336K	Sell	10,241 -22	-0.2%	-$731	0.01%	853
2022 Q3	$289K	Buy	+10,263	New	+$311K	0.01%	882
2018 Q4	–	Sell	-608	Closed	-$12K	–	1677
2018 Q3	$12K	Buy	+608	New	+$12.7K	﹤0.01%	2094
2018 Q2	–	Sell	-1,574	Closed	-$32K	–	1800
2018 Q1	$32K	Sell	1,574 -4,571	-74%	-$104K	﹤0.01%	1810
2017 Q4	$146K	Buy	+6,145	New	+$142K	0.01%	1001

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stratos Wealth Partners's JEF Position: Q3 2024 in Review

Stratos Wealth Partners sold out of Jefferies Financial Group (JEF) in Q3 2024, closing a stake of 7,364 shares — an estimated $366K sold.

Stratos Wealth Partners first reported a position in JEF in Q4 2017 and held it in 11 quarters. The position peaked at $366K in Q2 2024. 534 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

Stratos Wealth Partners reported no remaining Jefferies Financial Group position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Partners sold 7,364 Jefferies Financial Group shares in Q3 2024, an estimated $366K.
Stratos Wealth Partners first reported a position in Jefferies Financial Group in Q4 2017 and held it in 11 quarters.
Stratos Wealth Partners's Jefferies Financial Group position peaked at $366K in Q2 2024.
534 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.