Trivium Point Advisory’s Jefferies Financial Group JEF Stock Holding History

Trivium Point Advisory’s Portfolio JEF Stock Details JEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$278K	Hold
2025 Q3	$293K	Hold
2025 Q2	$245K	Sell
2025 Q1	$253K	Hold
2024 Q4	$371K	Buy
2024 Q3	$315K	Hold
2024 Q2	$210K	Buy
2022 Q1	–	Sell
2021 Q4	$218K	Buy
2021 Q3	$219K	Buy