A detailed history of Ever Source Wealth Advisors, LLC transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 272 shares of JEF stock, worth $13,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares
272
Previous 113 140.71%
Holding current value
$13,885
Previous $4,000 175.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$38.92 - $46.13 $6,188 - $7,334
159 Added 140.71%
272 $11,000
Q4 2023

Feb 09, 2024

SELL
$31.68 - $40.75 $2,597 - $3,341
-82 Reduced 42.05%
113 $4,000
Q3 2023

Nov 03, 2023

BUY
$32.26 - $38.67 $1,742 - $2,088
54 Added 38.3%
195 $7,000
Q2 2023

Aug 04, 2023

BUY
$29.08 - $33.37 $1,802 - $2,068
62 Added 78.48%
141 $4,000
Q1 2023

May 11, 2023

BUY
$29.42 - $40.47 $1,353 - $1,861
46 Added 139.39%
79 $2,000
Q3 2022

Nov 07, 2022

SELL
$27.47 - $35.16 $50,846 - $65,081
-1,851 Reduced 98.25%
33 $1,000
Q2 2022

Aug 01, 2022

BUY
$26.32 - $34.33 $48,139 - $62,789
1,829 Added 3325.45%
1,884 $52,000
Q1 2022

May 25, 2022

BUY
$29.93 - $41.43 $1,646 - $2,278
55 New
55 $2,000

Others Institutions Holding JEF

About Jefferies Financial Group Inc.


  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $11.7B
  • Description
  • Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory serv...
More about JEF
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.