Evercore Wealth Management’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
Q2 | $717K | Buy |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $892K | Hold |
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|
2024
Q1 | $791K | Hold |
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|
2023
Q4 | $725K | Hold |
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|
2023
Q3 | $657K | Hold |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $511K | Hold |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $848K | Hold |
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|
2021
Q3 | $811K | Hold |
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|
2021
Q2 | $747K | Hold |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $552K | Buy |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $457K | Hold |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $307K | Hold |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $284K | Sell |
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|
2018
Q3 | $367K | Buy |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $244K | Hold |
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|
2017
Q1 | $243K | Sell |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $189K | Sell |
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|
2016
Q2 | $224K | Sell |
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|
2016
Q1 | $216K | Hold |
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|
2015
Q4 | $232K | Buy |
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|
2015
Q3 | $189K | Hold |
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|
2015
Q2 | $227K | Sell |
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|
2015
Q1 | $215K | Buy |
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|
2014
Q4 | $209K | Sell |
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|
2014
Q3 | $232K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $273K | Buy |
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|
2013
Q4 | $23K | Sell |
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|
2013
Q3 | $22K | Buy |
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|
2013
Q2 | $19K | Buy |
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