A detailed history of Western Wealth Management, LLC transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Western Wealth Management, LLC holds 8,184 shares of JEF stock, worth $643,180. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,184
Holding current value
$643,180
% of portfolio
0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$49.97 - $62.49 $408,954 - $511,418
8,184 New
8,184 $503,000
Q4 2023

Jan 31, 2024

SELL
$31.68 - $40.75 $112,400 - $144,581
-3,548 Reduced 28.72%
8,807 $355,000
Q3 2023

Nov 07, 2023

SELL
$32.26 - $38.67 $33,937 - $40,680
-1,052 Reduced 7.85%
12,355 $452,000
Q2 2023

Aug 30, 2023

BUY
$29.08 - $33.37 $3,780 - $4,338
130 Added 0.98%
13,407 $444,000
Q1 2023

Aug 30, 2023

BUY
$29.42 - $40.47 $3,059 - $4,208
104 Added 0.79%
13,277 $421,000
Q4 2022

Feb 02, 2023

SELL
$30.68 - $38.11 $28,808 - $35,785
-939 Reduced 6.65%
13,173 $451,000
Q3 2022

Nov 04, 2022

BUY
$27.47 - $35.16 $17,525 - $22,432
638 Added 4.74%
14,112 $480,000
Q2 2022

Jul 18, 2022

SELL
$26.32 - $34.33 $2,710 - $3,535
-103 Reduced 0.76%
13,474 $380,000
Q1 2022

May 10, 2022

BUY
$29.93 - $41.43 $406,359 - $562,495
13,577 New
13,577 $446,000

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 $18B
  • 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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.