Wealth Enhancement Advisory Services’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 | $8.17M | Buy |
143,469
+1,940
| +1% | +$110K | 0.01% | 706 |
|
|
2025
Q1 | $7.58M | Buy |
141,529
+165
| +0.1% | +$8.84K | 0.01% | 681 |
|
|
2024
Q4 | $11.1M | Sell |
141,364
-1,749
| -1% | -$137K | 0.02% | 529 |
|
|
2024
Q3 | $8.81M | Buy |
143,113
+1,150
| +0.8% | +$70.8K | 0.02% | 548 |
|
|
2024
Q2 | $7.06M | Buy |
141,963
+132,414
| +1,387% | +$6.59M | 0.02% | 590 |
|
|
2024
Q1 | $421K | Buy |
9,549
+219
| +2% | +$9.66K | ﹤0.01% | 1694 |
|
|
2023
Q4 | $377K | Sell |
9,330
-2,841
| -23% | -$115K | ﹤0.01% | 1671 |
|
|
2023
Q3 | $446K | Buy |
+12,171
| New | +$446K | ﹤0.01% | 1497 |
|
|
2022
Q2 | – | Sell |
-104,751
| Closed | -$3.35M | – | 353 |
|
|
2022
Q1 | $3.35M | Buy |
104,751
+6,983
| +7% | +$223K | 0.05% | 159 |
|
|
2021
Q4 | $3.44M | Buy |
+97,768
| New | +$3.44M | 0.05% | 140 |
|
|
2021
Q2 | – | Sell |
-85,652
| Closed | -$2.49M | – | 291 |
|
|
2021
Q1 | $2.49M | Buy |
85,652
+2,439
| +3% | +$71K | 0.05% | 135 |
|
|
2020
Q4 | $2.08M | Buy |
+83,213
| New | +$2.08M | 0.05% | 118 |
|
|
2018
Q2 | – | Sell |
-63,984
| Closed | -$1.4M | – | 176 |
|
|
2018
Q1 | $1.4M | Buy |
+63,984
| New | +$1.4M | 0.09% | 82 |
|
|
2017
Q3 | – | Sell |
-50,083
| Closed | -$1.19M | – | 166 |
|
|
2017
Q2 | $1.19M | Buy |
+50,083
| New | +$1.19M | 0.11% | 85 |
|
|
2017
Q1 | – | Sell |
-42,235
| Closed | -$879K | – | 158 |
|
|
2016
Q4 | $879K | Buy |
42,235
+403
| +1% | +$8.39K | 0.11% | 92 |
|
|
2016
Q3 | $723K | Buy |
+41,832
| New | +$723K | 0.11% | 108 |
|