Boston Trust Walden’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
7,500
| – | – | ﹤0.01% | 329 |
|
|
2025
Q1 | $402K | Hold |
7,500
| – | – | ﹤0.01% | 326 |
|
|
2024
Q4 | $588K | Hold |
7,500
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $462K | Hold |
7,500
| – | – | ﹤0.01% | 321 |
|
|
2024
Q2 | $373K | Hold |
7,500
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $331K | Hold |
7,500
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $303K | Hold |
7,500
| – | – | ﹤0.01% | 343 |
|
|
2023
Q3 | $275K | Hold |
7,500
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $249K | Hold |
7,500
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $238K | Sell |
7,500
-345
| -4% | -$11K | ﹤0.01% | 349 |
|
|
2022
Q4 | $257K | Hold |
7,845
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $221K | Hold |
7,845
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $207K | Hold |
7,845
| – | – | ﹤0.01% | 361 |
|
|
2022
Q1 | $246K | Hold |
7,845
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $291K | Hold |
7,845
| – | – | ﹤0.01% | 364 |
|
|
2021
Q3 | $278K | Hold |
7,845
| – | – | ﹤0.01% | 356 |
|
|
2021
Q2 | $256K | Hold |
7,845
| – | – | ﹤0.01% | 366 |
|
|
2021
Q1 | $226K | Buy |
+7,845
| New | +$226K | ﹤0.01% | 362 |
|