Wealth High Governance Capital’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	$6.78M	Buy	+124,000	New	+$6.78M	2.1%	18
2024 Q4	–	Sell	-180,000	Closed	-$11.1M	–	59
2024 Q3	$11.1M	Hold	180,000	–	–	3.89%	8
2024 Q2	$8.96M	Buy	+180,000	New	+$8.96M	2.22%	18