Private Trust Company’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 | $32.2K | Sell |
589
-40
| -6% | -$2.19K | ﹤0.01% | 1384 |
|
|
2025
Q1 | $33.7K | Sell |
629
-23
| -4% | -$1.23K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $51.1K | Buy |
652
+506
| +347% | +$39.7K | 0.01% | 1156 |
|
|
2024
Q3 | $8.99K | Buy |
146
+13
| +10% | +$800 | ﹤0.01% | 1762 |
|
|
2024
Q2 | $6.62K | Hold |
133
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q1 | $5.87K | Hold |
133
| – | – | ﹤0.01% | 1857 |
|
|
2023
Q4 | $5.38K | Hold |
133
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q3 | $4.87K | Hold |
133
| – | – | ﹤0.01% | 1888 |
|
|
2023
Q2 | $4.41K | Hold |
133
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q1 | $4.22K | Sell |
133
-6
| -4% | -$190 | ﹤0.01% | 1895 |
|
|
2022
Q4 | $5K | Hold |
139
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q3 | $4K | Sell |
139
-39
| -22% | -$1.12K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $5K | Buy |
+178
| New | +$5K | ﹤0.01% | 1750 |
|