NorthCrest Asset Manangement’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 | $1.13M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $958K | Buy |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $888K | Hold |
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|
2024
Q1 | $787K | Sell |
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|
2023
Q4 | $756K | Hold |
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|
2023
Q3 | $685K | Hold |
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|
2023
Q2 | $620K | Hold |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $450K | Hold |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $619K | Buy |
|