Trivium Point Advisory’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 | $245K | Sell |
4,480
-250
| -5% | -$13.7K | 0.03% | 310 |
|
|
2025
Q1 | $253K | Hold |
4,730
| – | – | 0.03% | 299 |
|
|
2024
Q4 | $371K | Buy |
4,730
+505
| +12% | +$39.6K | 0.05% | 259 |
|
|
2024
Q3 | $315K | Hold |
4,225
| – | – | 0.04% | 277 |
|
|
2024
Q2 | $210K | Buy |
+4,225
| New | +$210K | 0.03% | 292 |
|
|
2022
Q1 | – | Sell |
-5,869
| Closed | -$218K | – | 242 |
|
|
2021
Q4 | $218K | Buy |
5,869
+48
| +0.8% | +$1.78K | 0.05% | 223 |
|
|
2021
Q3 | $219K | Buy |
+5,821
| New | +$219K | 0.05% | 209 |
|