Everence Capital 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 | $342K | Buy |
+6,260
| New | +$342K | 0.02% | 523 |
|
|
2025
Q1 | – | Sell |
-3,340
| Closed | -$262K | – | 811 |
|
|
2024
Q4 | $262K | Buy |
+3,340
| New | +$262K | 0.02% | 646 |
|
|
2019
Q3 | – | Sell |
-18,757
| Closed | -$323K | – | 654 |
|
|
2019
Q2 | $323K | Hold |
18,757
| – | – | 0.05% | 407 |
|
|
2019
Q1 | $315K | Hold |
18,757
| – | – | 0.06% | 391 |
|
|
2018
Q4 | $291K | Hold |
18,757
| – | – | 0.07% | 296 |
|
|
2018
Q3 | $369K | Buy |
+18,757
| New | +$369K | 0.07% | 278 |
|
|
2018
Q1 | – | Sell |
-9,339
| Closed | -$221K | – | 432 |
|
|
2017
Q4 | $221K | Hold |
9,339
| – | – | 0.05% | 375 |
|
|
2017
Q3 | $211K | Hold |
9,339
| – | – | 0.05% | 354 |
|
|
2017
Q2 | $219K | Hold |
9,339
| – | – | 0.05% | 332 |
|
|
2017
Q1 | $217K | Buy |
+9,339
| New | +$217K | 0.06% | 326 |
|