Colonial Trust’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
2,578
| – | – | 0.02% | 375 |
|
|
2025
Q1 | $138K | Sell |
2,578
-40
| -2% | -$2.14K | 0.02% | 360 |
|
|
2024
Q4 | $205K | Buy |
2,618
+40
| +2% | +$3.14K | 0.03% | 300 |
|
|
2024
Q3 | $159K | Hold |
2,578
| – | – | 0.02% | 354 |
|
|
2024
Q2 | $128K | Hold |
2,578
| – | – | 0.02% | 358 |
|
|
2024
Q1 | $114K | Hold |
2,578
| – | – | 0.02% | 377 |
|
|
2023
Q4 | $104K | Hold |
2,578
| – | – | 0.02% | 386 |
|
|
2023
Q3 | $94.4K | Hold |
2,578
| – | – | 0.02% | 368 |
|
|
2023
Q2 | $85.5K | Hold |
2,578
| – | – | 0.02% | 385 |
|
|
2023
Q1 | $81.8K | Sell |
2,578
-119
| -4% | -$3.78K | 0.02% | 377 |
|
|
2022
Q4 | $88.4K | Buy |
+2,697
| New | +$88.4K | 0.02% | 331 |
|