MorganRosel Wealth Management, LLC JEF Holdings History
MorganRosel Wealth Management, LLC's Jefferies Financial Group Inc Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 23,039.00 shares of Jefferies Financial Group Inc(JEF), totaling $1.23 Mil. This investment constitutes 0.37% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.01% of the outstanding Jefferies Financial Group Inc(JEF) stock.
The initial trade took place in 2025Q1. And since then MorganRosel Wealth Management, LLC has made 1 purchases of JEF, at an average price of $67.88, for a total of 23,039.00 shares. Based on historical transaction data and JEF's current price of $55.73, MorganRosel Wealth Management, LLC's estimated gain on his JEF holdings is $-279,923.85, reflecting a -17.90% gain to date.
MorganRosel Wealth Management, LLC JEF ($55.73) Holding Chart
MorganRosel Wealth Management, LLC JEF ($55.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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