Cresset Asset 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
$2.85M Buy
2025
Q1
$2.76M Sell
2024
Q4
$4.25M Sell
2024
Q3
$5.21M Buy
2024
Q2
$3.91M Sell
2024
Q1
$3.48M Buy
2023
Q4
$2.57M Buy
2023
Q3
$2.15M Sell
2023
Q2
$2.06M Buy
2023
Q1
$1.55M Sell
2022
Q4
$1.75M Sell
2022
Q3
$1.52M Sell
2022
Q2
$1.47M Buy
2022
Q1
$1.97M Sell
2021
Q4
$2.62M Buy
2019
Q2
Sell
2019
Q1
$11K Buy
2018
Q4
$4K Buy