HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $164K | Hold |
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|
2025
Q2 | $137K | Buy |
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|
2025
Q1 | $129K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $234K | Hold |
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|
2024
Q2 | $189K | Sell |
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|
2024
Q1 | $194K | Sell |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $38.9K | Sell |
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|
2022
Q4 | $42K | Hold |
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|
2022
Q3 | $36K | Sell |
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|
2022
Q2 | $125K | Sell |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $432K | Buy |
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