AMG National Trust Bank’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $999K | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $934K | Buy |
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|
2022
Q1 | $988K | Sell |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $987K | Sell |
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|
2020
Q3 | $748K | Sell |
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|
2020
Q2 | $657K | Sell |
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|
2020
Q1 | $672K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $912K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $209K | Sell |
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|
2014
Q4 | $309K | Hold |
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|
2014
Q3 | $328K | Hold |
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|
2014
Q2 | $361K | Hold |
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|
2014
Q1 | $385K | Hold |
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|
2013
Q4 | $390K | Hold |
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|
2013
Q3 | $375K | Buy |
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