United Capital Financial Advisors’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 | $200K | Buy |
+3,662
| New | +$200K | ﹤0.01% | 1051 |
|
|
2025
Q1 | – | Sell |
-3,485
| Closed | -$273K | – | 1085 |
|
|
2024
Q4 | $273K | Buy |
3,485
+16
| +0.5% | +$1.25K | ﹤0.01% | 906 |
|
|
2024
Q3 | $214K | Buy |
+3,469
| New | +$214K | ﹤0.01% | 989 |
|
|
2014
Q2 | – | Sell |
-8,885
| Closed | -$223K | – | 877 |
|
|
2014
Q1 | $223K | Buy |
+8,885
| New | +$223K | ﹤0.01% | 851 |
|