Cerity Partners’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 | $14.2M | Sell |
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|
2025
Q2 | $12.7M | Buy |
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|
2025
Q1 | $12.1M | Sell |
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|
2024
Q4 | $18.3M | Sell |
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|
2024
Q3 | $28.4M | Buy |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $19.8M | Buy |
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|
2023
Q4 | $7.94M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $6.38M | Sell |
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|
2023
Q1 | $6.27M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $341K | Hold |
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|
2017
Q3 | $325K | Buy |
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|
2017
Q2 | $570K | Sell |
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|
2017
Q1 | $332K | Buy |
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