Equitable 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $642K | Hold |
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|
2025
Q3 | $678K | Sell |
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|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $910K | Sell |
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|
2023
Q4 | $921K | Buy |
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|
2023
Q3 | $752K | Hold |
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|
2023
Q2 | $681K | Hold |
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|
2023
Q1 | $651K | Sell |
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|
2022
Q4 | $738K | Hold |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $673K | Hold |
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|
2022
Q1 | $801K | Hold |
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|
2021
Q4 | $946K | Hold |
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|
2021
Q3 | $905K | Sell |
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|
2021
Q2 | $901K | Hold |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $983K | Sell |
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|
2020
Q3 | $965K | Sell |
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|
2020
Q2 | $919K | Sell |
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|
2020
Q1 | $873K | Hold |
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|
2019
Q4 | $1.36M | Hold |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $957K | Buy |
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|
2018
Q3 | $1.07M | Buy |
|