Evergreen 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
Q1 | – | Sell |
-3,801
| Closed | -$298K | – | 1130 |
|
|
2024
Q4 | $298K | Buy |
+3,801
| New | +$298K | 0.01% | 739 |
|
|
2023
Q1 | – | Sell |
-7,799
| Closed | -$256K | – | 740 |
|
|
2022
Q4 | $256K | Buy |
+7,799
| New | +$256K | 0.01% | 531 |
|
|
2018
Q1 | – | Sell |
-9,433
| Closed | -$224K | – | 365 |
|
|
2017
Q4 | $224K | Buy |
+9,433
| New | +$224K | 0.02% | 219 |
|