Everence Capital 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
2026
Q1
Sell
2025
Q4
$299K Hold
2025
Q3
$316K Sell
2025
Q2
$342K Buy
2025
Q1
Sell
2024
Q4
$262K Buy
2019
Q3
Sell
2019
Q2
$323K Hold
2019
Q1
$315K Hold
2018
Q4
$291K Hold
2018
Q3
$369K Buy
2018
Q1
Sell
2017
Q4
$221K Hold
2017
Q3
$211K Hold
2017
Q2
$219K Hold
2017
Q1
$217K Buy