Williams Jones Wealth 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 Q1	–	Sell	-2,600	Closed	-$204K	–	508
2024 Q4	$204K	Sell	2,600 -2,101	-45%	-$165K	﹤0.01%	464
2024 Q3	$289K	Buy	4,701 +1	+0%	+$62	﹤0.01%	433
2024 Q2	$234K	Hold	4,700	–	–	﹤0.01%	454
2024 Q1	$207K	Buy	+4,700	New	+$207K	﹤0.01%	495