Carnegie Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Hold |
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|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $505K | Hold |
|
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $204K | Buy |
|