Searle & 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 | $393K | Hold |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $145K | Hold |
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|
2015
Q1 | $133K | Hold |
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|
2014
Q4 | $134K | Buy |
|