TD Private Client Wealth’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 | $81.8K | Buy |
1,496
+4
| +0.3% | +$219 | ﹤0.01% | 762 |
|
|
2025
Q1 | $79.9K | Sell |
1,492
-1,216
| -45% | -$65.1K | ﹤0.01% | 735 |
|
|
2024
Q4 | $212K | Buy |
+2,708
| New | +$212K | 0.01% | 591 |
|
|
2023
Q3 | – | Sell |
-272
| Closed | -$9.02K | – | 1246 |
|
|
2023
Q2 | $9.02K | Hold |
272
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q1 | $8.63K | Sell |
272
-13
| -5% | -$413 | ﹤0.01% | 1056 |
|
|
2022
Q4 | $9.32K | Hold |
285
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q3 | $8.02K | Hold |
285
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q2 | $7.51K | Sell |
285
-361
| -56% | -$9.52K | ﹤0.01% | 1022 |
|
|
2022
Q1 | $20.3K | Buy |
+646
| New | +$20.3K | ﹤0.01% | 944 |
|
|
2020
Q2 | – | Sell |
-546
| Closed | -$7.14K | – | 1131 |
|
|
2020
Q1 | $7.14K | Sell |
546
-700
| -56% | -$9.15K | ﹤0.01% | 785 |
|
|
2019
Q4 | $25.5K | Buy |
+1,246
| New | +$25.5K | ﹤0.01% | 683 |
|