Kovitz Investment Group Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.85M | Sell |
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|
2018
Q3 | $2.91M | Sell |
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|
2018
Q2 | $15.7M | Sell |
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|
2018
Q1 | $22M | Sell |
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|
2017
Q4 | $27.4K | Sell |
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|
2017
Q3 | $41M | Sell |
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|
2017
Q2 | $50.7M | Sell |
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|
2017
Q1 | $52.3M | Sell |
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|
2016
Q4 | $48.8M | Sell |
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|
2016
Q3 | $40.5M | Sell |
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|
2016
Q2 | $34.4M | Sell |
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|
2016
Q1 | $36.5M | Buy |
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