Venturi Wealth Management’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
Q1 | – | Sell |
-881
| Closed | -$69.1K | – | 1239 |
|
|
2024
Q4 | $69.1K | Buy |
881
+110
| +14% | +$8.62K | ﹤0.01% | 923 |
|
|
2024
Q3 | $47.5K | Buy |
771
+15
| +2% | +$923 | ﹤0.01% | 780 |
|
|
2024
Q2 | $37.6K | Buy |
756
+382
| +102% | +$19K | ﹤0.01% | 754 |
|
|
2024
Q1 | $16.5K | Buy |
374
+80
| +27% | +$3.53K | ﹤0.01% | 789 |
|
|
2023
Q4 | $11.9K | Buy |
294
+153
| +109% | +$6.18K | ﹤0.01% | 837 |
|
|
2023
Q3 | $5.17K | Buy |
+141
| New | +$5.17K | ﹤0.01% | 971 |
|