Boston Trust Walden’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
Q3 | $491K | Hold |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $588K | Hold |
|
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|
2024
Q3 | $462K | Hold |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $226K | Buy |
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