Greenleaf Trust’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 | $325K | Buy |
5,944
+96
| +2% | +$5.25K | ﹤0.01% | 606 |
|
|
2025
Q1 | $313K | Sell |
5,848
-706
| -11% | -$37.8K | ﹤0.01% | 632 |
|
|
2024
Q4 | $514K | Buy |
6,554
+179
| +3% | +$14K | ﹤0.01% | 498 |
|
|
2024
Q3 | $392K | Buy |
6,375
+125
| +2% | +$7.69K | ﹤0.01% | 577 |
|
|
2024
Q2 | $311K | Buy |
6,250
+40
| +0.6% | +$1.99K | ﹤0.01% | 613 |
|
|
2024
Q1 | $274K | Sell |
6,210
-142
| -2% | -$6.26K | ﹤0.01% | 636 |
|
|
2023
Q4 | $257K | Sell |
6,352
-566
| -8% | -$22.9K | ﹤0.01% | 642 |
|
|
2023
Q3 | $253K | Buy |
6,918
+228
| +3% | +$8.35K | ﹤0.01% | 636 |
|
|
2023
Q2 | $222K | Sell |
6,690
-208
| -3% | -$6.9K | ﹤0.01% | 693 |
|
|
2023
Q1 | $219K | Sell |
6,898
-406
| -6% | -$12.9K | ﹤0.01% | 706 |
|
|
2022
Q4 | $239K | Buy |
+7,304
| New | +$239K | ﹤0.01% | 658 |
|
|
2022
Q1 | – | Sell |
-7,031
| Closed | -$261K | – | 780 |
|
|
2021
Q4 | $261K | Buy |
+7,031
| New | +$261K | ﹤0.01% | 644 |
|
|
2020
Q2 | – | Sell |
-12,900
| Closed | -$169K | – | 576 |
|
|
2020
Q1 | $169K | Buy |
+12,900
| New | +$169K | ﹤0.01% | 440 |
|
|
2019
Q1 | – | Sell |
-23,197
| Closed | -$360K | – | 544 |
|
|
2018
Q4 | $360K | Buy |
+23,197
| New | +$360K | 0.01% | 321 |
|