Baker Ellis Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $372K | Hold |
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|
2025
Q3 | $393K | Hold |
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|
2025
Q2 | $328K | Hold |
|
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|
2025
Q1 | $321K | Hold |
|
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|
2024
Q4 | $470K | Hold |
|
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|
2024
Q3 | $369K | Hold |
|
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|
2024
Q2 | $299K | Hold |
|
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $283K | Hold |
|
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|
2023
Q3 | $256K | Hold |
|
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $309K | Buy |
|