Evelyn Partners Investment Management’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	$1.32M	Hold	27,887	–	–	0.05%	91
2025 Q1	$1.62M	Buy	+27,887	New	+$1.62M	0.07%	86