Evergreen 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
$549K Buy
2025
Q3
$369K Buy
2025
Q1
Sell
2024
Q4
$298K Buy
2023
Q1
Sell
2022
Q4
$256K Buy
2018
Q1
Sell
2017
Q4
$224K Buy