Barrett Asset Management’s Jefferies Financial Group JEF Stock Holding History

Barrett Asset Management’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.3M	Hold
2021 Q4	$2.72M	Hold
2021 Q3	$2.6M	Hold
2021 Q2	$2.39M	Hold
2021 Q1	$2.11M	Hold
2020 Q4	$1.72M	Hold
2020 Q3	$1.26M	Hold
2020 Q2	$1.09M	Hold
2020 Q1	$957K	Hold
2019 Q4	$1.5M	Hold
2019 Q3	$1.29M	Sell
2019 Q2	$1.35M	Hold
2019 Q1	$1.31M	Hold
2018 Q4	$1.22M	Hold
2018 Q3	$1.54M	Hold
2018 Q2	$1.59M	Hold
2018 Q1	$1.59M	Hold
2017 Q4	$1.85M	Hold
2017 Q3	$1.77M	Hold
2017 Q2	$1.83M	Hold
2017 Q1	$1.82M	Hold
2016 Q4	$1.63M	Hold
2016 Q3	$1.33M	Hold
2016 Q2	$1.21M	Hold
2016 Q1	$1.13M	Sell
2015 Q4	$1.22M	Buy
2015 Q3	$1.42M	Hold
2015 Q2	$1.7M	Hold
2015 Q1	$1.56M	Sell
2014 Q4	$1.72M	Sell
2014 Q3	$2.31M	Hold
2014 Q2	$2.54M	Hold
2014 Q1	$2.71M	Sell
2013 Q4	$3.03M	Sell
2013 Q3	$3.18M	Hold
2013 Q2	$3.06M	Buy