Diversified 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.12M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $328K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $242K | Sell |
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|
2021
Q3 | $593K | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $431K | Sell |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.11M | Sell |
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|
2013
Q2 | $1.46M | Buy |
|