Sanders Morris Harris’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 | $275K | Hold |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $209K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $998K | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $1.94M | Buy |
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|
2019
Q3 | $1.71M | Sell |
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|
2019
Q2 | $1.9M | Sell |
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|
2019
Q1 | $1.94M | Sell |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $3.52M | Sell |
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|
2018
Q2 | $3.67M | Sell |
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|
2018
Q1 | $3.93M | Buy |
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|
2017
Q4 | $4.13M | Buy |
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