Westside Investment 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	$23K	Hold	421	–	–	﹤0.01%	639
2025 Q1	$22.6K	Hold	421	–	–	﹤0.01%	541
2024 Q4	$33K	Hold	421	–	–	0.01%	478
2024 Q3	$25.9K	Hold	421	–	–	0.01%	521
2024 Q2	$20.9K	Hold	421	–	–	﹤0.01%	539
2024 Q1	$18.6K	Hold	421	–	–	﹤0.01%	533
2023 Q4	$17K	Hold	421	–	–	﹤0.01%	520
2023 Q3	$15.4K	Hold	421	–	–	﹤0.01%	519
2023 Q2	$14K	Hold	421	–	–	﹤0.01%	533
2023 Q1	$13.4K	Sell	421 -19	-4%	-$603	﹤0.01%	539
2022 Q4	$14	Hold	440	–	–	﹤0.01%	567
2022 Q3	$12	Hold	440	–	–	﹤0.01%	575
2022 Q2	$11	Hold	440	–	–	﹤0.01%	592
2022 Q1	$13	Hold	440	–	–	﹤0.01%	580
2021 Q4	$16	Hold	440	–	–	﹤0.01%	535
2021 Q3	$15	Hold	440	–	–	﹤0.01%	527
2021 Q2	$14	Hold	440	–	–	﹤0.01%	529
2021 Q1	$12	Hold	440	–	–	﹤0.01%	527
2020 Q4	$10	Hold	440	–	–	﹤0.01%	501
2020 Q3	$7	Hold	440	–	–	﹤0.01%	521
2020 Q2	$6	Hold	440	–	–	﹤0.01%	523
2020 Q1	$5	Buy	+440	New	+$5	﹤0.01%	530
2019 Q2	$8	Buy	+470	New	+$8	﹤0.01%	503
2018 Q4	$7.31K	Hold	470	–	–	﹤0.01%	523
2018 Q3	$9.23K	Hold	470	–	–	﹤0.01%	511
2018 Q2	$9.47K	Hold	470	–	–	﹤0.01%	574
2018 Q1	$9.3K	Hold	470	–	–	0.01%	560
2017 Q4	$11.5K	Hold	470	–	–	0.01%	538
2017 Q3	$10.6K	Hold	470	–	–	0.01%	532
2017 Q2	$11.2K	Hold	470	–	–	0.01%	510
2017 Q1	$11K	Hold	470	–	–	0.01%	468
2016 Q4	$10K	Buy	+470	New	+$10K	0.01%	400