Waterfront Wealth’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 | $7.99M | Sell |
146,168
-90
| -0.1% | -$4.92K | 1.79% | 7 |
|
|
2025
Q1 | $7.84M | Sell |
146,258
-397
| -0.3% | -$21.3K | 1.91% | 7 |
|
|
2024
Q4 | $11.5M | Sell |
146,655
-2,546
| -2% | -$200K | 2.8% | 3 |
|
|
2024
Q3 | $9.67M | Sell |
149,201
-571
| -0.4% | -$37K | 2.37% | 3 |
|
|
2024
Q2 | $7.45M | Sell |
149,772
-1,033
| -0.7% | -$51.4K | 2.02% | 6 |
|
|
2024
Q1 | $6.58M | Buy |
150,805
+942
| +0.6% | +$41.1K | 1.84% | 6 |
|
|
2023
Q4 | $6.06M | Sell |
149,863
-15,389
| -9% | -$622K | 1.79% | 8 |
|
|
2023
Q3 | $5.29M | Sell |
165,252
-14,524
| -8% | -$465K | 1.73% | 8 |
|
|
2023
Q2 | $6.7M | Buy |
179,776
+4,932
| +3% | +$184K | 1.99% | 8 |
|
|
2023
Q1 | $5.55M | Sell |
174,844
-13,984
| -7% | -$444K | 1.81% | 7 |
|
|
2022
Q4 | $7.06M | Sell |
188,828
-15,478
| -8% | -$579K | 2.43% | 5 |
|
|
2022
Q3 | $6.68M | Sell |
204,306
-6,927
| -3% | -$226K | 2.54% | 5 |
|
|
2022
Q2 | $5.58M | Buy |
211,233
+1,256
| +0.6% | +$33.2K | 2.25% | 5 |
|
|
2022
Q1 | $6.53M | Buy |
209,977
+2,574
| +1% | +$80.1K | 2.31% | 6 |
|
|
2021
Q4 | $7.69M | Sell |
207,403
-22,051
| -10% | -$818K | 3.05% | 4 |
|
|
2021
Q3 | $8.15M | Sell |
229,454
-18,526
| -7% | -$658K | 3.94% | 3 |
|
|
2021
Q2 | $8.11M | Buy |
247,980
+2,984
| +1% | +$97.6K | 3.83% | 4 |
|
|
2021
Q1 | $7.12M | Sell |
244,996
-6,557
| -3% | -$191K | 3.58% | 3 |
|
|
2020
Q4 | $5.92M | Buy |
+251,553
| New | +$5.92M | 4.19% | 4 |
|