Waterfront Wealth’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.03M | Sell |
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|
2025
Q2 | $7.99M | Sell |
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|
2025
Q1 | $7.84M | Sell |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $9.67M | Sell |
|
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|
2024
Q2 | $7.45M | Sell |
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|
2024
Q1 | $6.58M | Buy |
|
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $5.29M | Sell |
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|
2023
Q2 | $6.7M | Buy |
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|
2023
Q1 | $5.55M | Sell |
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|
2022
Q4 | $7.06M | Sell |
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|
2022
Q3 | $6.68M | Sell |
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|
2022
Q2 | $5.58M | Buy |
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|
2022
Q1 | $6.53M | Buy |
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|
2021
Q4 | $7.69M | Sell |
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|
2021
Q3 | $8.14M | Sell |
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|
2021
Q2 | $8.11M | Buy |
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|
2021
Q1 | $7.12M | Sell |
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|
2020
Q4 | $5.92M | Buy |
|