Summit Financial’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 | $1.21M | Buy |
22,165
+386
| +2% | +$21.1K | 0.03% | 379 |
|
|
2025
Q1 | $1.17M | Buy |
21,779
+72
| +0.3% | +$3.86K | 0.03% | 343 |
|
|
2024
Q4 | $1.7M | Buy |
21,707
+104
| +0.5% | +$8.15K | 0.06% | 238 |
|
|
2024
Q3 | $1.33M | Buy |
21,603
+45
| +0.2% | +$2.77K | 0.05% | 221 |
|
|
2024
Q2 | $1.07M | Buy |
+21,558
| New | +$1.07M | 0.05% | 215 |
|