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

Trivium Point Advisory’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
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