Whipplewood Advisors’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
$1.81K Sell
33
-155
-82% -$8.48K ﹤0.01% 904
2025
Q1
$1.77K Buy
188
+155
+470% +$1.46K ﹤0.01% 913
2024
Q4
$2.59K Buy
+33
New +$2.59K ﹤0.01% 827