Summit Trail Advisors’s Jefferies Financial Group JEF Stock Holding History

Summit Trail Advisors’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Buy
2018 Q4	–	Sell
2018 Q3	$111K	Buy
2018 Q2	$114K	Buy
2018 Q1	–	Sell
2017 Q4	$9K	Buy