Silvercrest Asset Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
12,875
-100
| -0.8% | -$5.47K | ﹤0.01% | 670 |
|
|
2025
Q1 | $695K | Buy |
12,975
+375
| +3% | +$20.1K | 0.01% | 649 |
|
|
2024
Q4 | $988K | Sell |
12,600
-1,745
| -12% | -$137K | 0.01% | 615 |
|
|
2024
Q3 | $883K | Hold |
14,345
| – | – | 0.01% | 581 |
|
|
2024
Q2 | $714K | Hold |
14,345
| – | – | ﹤0.01% | 666 |
|
|
2024
Q1 | $633K | Sell |
14,345
-150
| -1% | -$6.62K | ﹤0.01% | 674 |
|
|
2023
Q4 | $586K | Hold |
14,495
| – | – | ﹤0.01% | 646 |
|
|
2023
Q3 | $531K | Sell |
14,495
-830
| -5% | -$30.4K | ﹤0.01% | 672 |
|
|
2023
Q2 | $508K | Buy |
15,325
+630
| +4% | +$20.9K | ﹤0.01% | 675 |
|
|
2023
Q1 | $466K | Sell |
14,695
-1,037
| -7% | -$32.9K | ﹤0.01% | 656 |
|
|
2022
Q4 | $516K | Hold |
15,732
| – | – | ﹤0.01% | 638 |
|
|
2022
Q3 | $444K | Hold |
15,732
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $415K | Sell |
15,732
-167
| -1% | -$4.41K | ﹤0.01% | 670 |
|
|
2022
Q1 | $499K | Hold |
15,899
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $590K | Hold |
15,899
| – | – | ﹤0.01% | 649 |
|
|
2021
Q3 | $564K | Sell |
15,899
-785
| -5% | -$27.8K | ﹤0.01% | 658 |
|
|
2021
Q2 | $545K | Sell |
16,684
-727
| -4% | -$23.7K | ﹤0.01% | 652 |
|
|
2021
Q1 | $501K | Sell |
17,411
-1,417
| -8% | -$40.8K | ﹤0.01% | 668 |
|
|
2020
Q4 | $443K | Sell |
18,828
-314
| -2% | -$7.39K | ﹤0.01% | 649 |
|
|
2020
Q3 | $329K | Sell |
19,142
-1,255
| -6% | -$21.6K | ﹤0.01% | 658 |
|
|
2020
Q2 | $303K | Buy |
20,397
+3,347
| +20% | +$49.7K | ﹤0.01% | 655 |
|
|
2020
Q1 | $223K | Sell |
17,050
-12,029
| -41% | -$157K | ﹤0.01% | 653 |
|
|
2019
Q4 | $594K | Buy |
29,079
+4,916
| +20% | +$100K | ﹤0.01% | 581 |
|
|
2019
Q3 | $425K | Buy |
+24,163
| New | +$425K | ﹤0.01% | 601 |
|