WealthTrak Capital 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 Q2	–	Sell	-20	Closed	-$1.07K	–	1007
2025 Q1	$1.07K	Buy	20 +15	+300%	+$804	﹤0.01%	507
2024 Q4	$392	Buy	+5	New	+$392	﹤0.01%	637