Coldstream Capital Management’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
Q2 | $728K | Sell |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $261K | Buy |
|