Capital Counsel’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 | $2.84M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $390K | Hold |
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|
2016
Q2 | $355K | Hold |
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|
2016
Q1 | $332K | Hold |
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|
2015
Q4 | $357K | Hold |
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|
2015
Q3 | $415K | Hold |
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|
2015
Q2 | $498K | Hold |
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|
2015
Q1 | $457K | Sell |
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|
2014
Q4 | $482K | Hold |
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|
2014
Q3 | $513K | Sell |
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|
2014
Q2 | $578K | Hold |
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|
2014
Q1 | $618K | Sell |
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|
2013
Q4 | $647K | Buy |
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|
2013
Q3 | $227K | Hold |
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|
2013
Q2 | $218K | Buy |
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