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Evercore Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Evercore Wealth Management’s Portfolio JEF Stock Details JEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$717K Buy
13,108
+1,145
+10% +$62.6K 0.01% 242
2025
Q1 		$641K Sell
11,963
-4,700
-28% -$252K 0.01% 253
2024
Q4 		$1.31M Sell
16,663
-1,270
-7% -$99.6K 0.02% 197
2024
Q3 		$1.1M Hold
17,933
– – 0.02% 213
2024
Q2 		$892K Hold
17,933
– – 0.01% 222
2024
Q1 		$791K Hold
17,933
– – 0.01% 236
2023
Q4 		$725K Hold
17,933
– – 0.01% 244
2023
Q3 		$657K Hold
17,933
– – 0.01% 240
2023
Q2 		$595K Sell
17,933
-580
-3% -$19.2K 0.01% 257
2023
Q1 		$588K Hold
18,513
– – 0.01% 261
2022
Q4 		$635K Hold
18,513
– – 0.01% 251
2022
Q3 		$546K Hold
18,513
– – 0.01% 250
2022
Q2 		$511K Hold
18,513
– – 0.01% 257
2022
Q1 		$608K Sell
18,513
-3,340
-15% -$110K 0.01% 262
2021
Q4 		$848K Hold
21,853
– – 0.01% 245
2021
Q3 		$811K Hold
21,853
– – 0.01% 238
2021
Q2 		$747K Hold
21,853
– – 0.01% 253
2021
Q1 		$658K Sell
21,853
-600
-3% -$18.1K 0.01% 262
2020
Q4 		$552K Buy
22,453
+1,230
+6% +$30.2K 0.01% 275
2020
Q3 		$382K Buy
21,223
+50
+0.2% +$900 0.01% 295
2020
Q2 		$329K Buy
21,173
+100
+0.5% +$1.55K 0.01% 299
2020
Q1 		$288K Sell
21,073
-320
-1% -$4.37K 0.01% 304
2019
Q4 		$457K Hold
21,393
– – 0.01% 287
2019
Q3 		$394K Buy
21,393
+5,410
+34% +$99.6K 0.01% 298
2019
Q2 		$307K Hold
15,983
– – 0.01% 336
2019
Q1 		$300K Sell
15,983
-350
-2% -$6.57K 0.01% 332
2018
Q4 		$284K Sell
16,333
-400
-2% -$6.96K 0.01% 316
2018
Q3 		$367K Buy
16,733
+7,400
+79% +$162K 0.01% 315
2018
Q2 		$212K Hold
9,333
– – 0.01% 383
2018
Q1 		$212K Hold
9,333
– – 0.01% 337
2017
Q4 		$247K Hold
9,333
– – 0.01% 332
2017
Q3 		$236K Hold
9,333
– – 0.01% 340
2017
Q2 		$244K Hold
9,333
– – 0.01% 336
2017
Q1 		$243K Sell
9,333
-55
-0.6% -$1.43K 0.01% 339
2016
Q4 		$218K Sell
9,388
-532
-5% -$12.4K 0.01% 347
2016
Q3 		$189K Sell
9,920
-3,000
-23% -$57.2K 0.01% 386
2016
Q2 		$224K Sell
12,920
-413
-3% -$7.16K 0.01% 342
2016
Q1 		$216K Hold
13,333
– – 0.01% 343
2015
Q4 		$232K Buy
13,333
+4,000
+43% +$69.6K 0.01% 347
2015
Q3 		$189K Hold
9,333
– – 0.01% 391
2015
Q2 		$227K Sell
9,333
-305
-3% -$7.42K 0.01% 397
2015
Q1 		$215K Buy
9,638
+305
+3% +$6.8K 0.01% 406
2014
Q4 		$209K Sell
9,333
-420
-4% -$9.41K 0.01% 355
2014
Q3 		$232K Hold
9,753
– – 0.01% 370
2014
Q2 		$256K Hold
9,753
– – 0.01% 358
2014
Q1 		$273K Buy
9,753
+8,993
+1,183% +$252K 0.02% 335
2013
Q4 		$23K Sell
760
-123
-14% -$3.72K ﹤0.01% 660
2013
Q3 		$22K Buy
883
+123
+16% +$3.07K ﹤0.01% 672
2013
Q2 		$19K Buy
+760
New +$19K ﹤0.01% 669