Diversified 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
Q1 | – | Sell |
-27,088
| Closed | -$2.12M | – | 983 |
|
|
2024
Q4 | $2.12M | Buy |
+27,088
| New | +$2.12M | 0.05% | 216 |
|
|
2023
Q4 | – | Sell |
-8,957
| Closed | -$328K | – | 911 |
|
|
2023
Q3 | $328K | Buy |
+8,957
| New | +$328K | 0.01% | 589 |
|
|
2022
Q4 | – | Sell |
-8,449
| Closed | -$238K | – | 831 |
|
|
2022
Q3 | $238K | Buy |
+8,449
| New | +$238K | 0.01% | 628 |
|
|
2022
Q1 | – | Sell |
-6,524
| Closed | -$242K | – | 843 |
|
|
2021
Q4 | $242K | Sell |
6,524
-10,189
| -61% | -$378K | 0.01% | 708 |
|
|
2021
Q3 | $593K | Sell |
16,713
-23,511
| -58% | -$834K | 0.02% | 349 |
|
|
2021
Q2 | $1.32M | Buy |
40,224
+25,247
| +169% | +$825K | 0.05% | 196 |
|
|
2021
Q1 | $431K | Sell |
14,977
-3,857
| -20% | -$111K | 0.02% | 423 |
|
|
2020
Q4 | $443K | Buy |
+18,834
| New | +$443K | 0.02% | 381 |
|
|
2020
Q1 | – | Sell |
-10,068
| Closed | -$206K | – | 457 |
|
|
2019
Q4 | $206K | Buy |
+10,068
| New | +$206K | 0.01% | 422 |
|
|
2013
Q4 | – | Sell |
-45,612
| Closed | -$1.11M | – | 473 |
|
|
2013
Q3 | $1.11M | Sell |
45,612
-16,377
| -26% | -$399K | 0.12% | 185 |
|
|
2013
Q2 | $1.46M | Buy |
+61,989
| New | +$1.46M | 0.17% | 107 |
|