Colonial Trust’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
$169K Hold
2025
Q2
$141K Hold
2025
Q1
$138K Sell
2024
Q4
$205K Buy
2024
Q3
$159K Hold
2024
Q2
$128K Hold
2024
Q1
$114K Hold
2023
Q4
$104K Hold
2023
Q3
$94.4K Hold
2023
Q2
$85.5K Hold
2023
Q1
$81.8K Sell
2022
Q4
$88.4K Buy