Equitable 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 | $596K | Buy |
10,890
+2,290
| +27% | +$125K | 0.03% | 294 |
|
|
2025
Q1 | $461K | Sell |
8,600
-5,485
| -39% | -$294K | 0.03% | 322 |
|
|
2024
Q4 | $1.1M | Sell |
14,085
-2,835
| -17% | -$222K | 0.06% | 207 |
|
|
2024
Q3 | $1.04M | Sell |
16,920
-3,710
| -18% | -$228K | 0.07% | 202 |
|
|
2024
Q2 | $1.03M | Hold |
20,630
| – | – | 0.07% | 193 |
|
|
2024
Q1 | $910K | Sell |
20,630
-2,160
| -9% | -$95.3K | 0.06% | 209 |
|
|
2023
Q4 | $921K | Buy |
22,790
+2,270
| +11% | +$91.7K | 0.07% | 183 |
|
|
2023
Q3 | $752K | Hold |
20,520
| – | – | 0.06% | 199 |
|
|
2023
Q2 | $681K | Hold |
20,520
| – | – | 0.05% | 221 |
|
|
2023
Q1 | $651K | Sell |
20,520
-2,000
| -9% | -$63.5K | 0.05% | 218 |
|
|
2022
Q4 | $738K | Hold |
22,520
| – | – | 0.06% | 209 |
|
|
2022
Q3 | $635K | Sell |
22,520
-2,981
| -12% | -$84.1K | 0.05% | 220 |
|
|
2022
Q2 | $673K | Hold |
25,501
| – | – | 0.05% | 215 |
|
|
2022
Q1 | $801K | Hold |
25,501
| – | – | 0.05% | 195 |
|
|
2021
Q4 | $946K | Hold |
25,501
| – | – | 0.06% | 185 |
|
|
2021
Q3 | $905K | Sell |
25,501
-2,045
| -7% | -$72.6K | 0.06% | 189 |
|
|
2021
Q2 | $901K | Hold |
27,546
| – | – | 0.06% | 197 |
|
|
2021
Q1 | $793K | Sell |
27,546
-14,257
| -34% | -$410K | 0.06% | 195 |
|
|
2020
Q4 | $983K | Sell |
41,803
-14,289
| -25% | -$336K | 0.07% | 181 |
|
|
2020
Q3 | $965K | Sell |
56,092
-5,706
| -9% | -$98.2K | 0.08% | 171 |
|
|
2020
Q2 | $919K | Sell |
61,798
-5,026
| -8% | -$74.7K | 0.08% | 162 |
|
|
2020
Q1 | $873K | Hold |
66,824
| – | – | 0.1% | 161 |
|
|
2019
Q4 | $1.37M | Hold |
66,824
| – | – | 0.13% | 128 |
|
|
2019
Q3 | $1.18M | Sell |
66,824
-4,544
| -6% | -$79.9K | 0.12% | 135 |
|
|
2019
Q2 | $1.23M | Buy |
71,368
+4,860
| +7% | +$83.7K | 0.13% | 136 |
|
|
2019
Q1 | $1.12M | Buy |
66,508
+4,915
| +8% | +$82.7K | 0.13% | 141 |
|
|
2018
Q4 | $957K | Buy |
61,593
+7,284
| +13% | +$113K | 0.13% | 147 |
|
|
2018
Q3 | $1.07M | Buy |
+54,309
| New | +$1.07M | 0.12% | 151 |
|