Summit Trail Advisors’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 | $291K | Buy |
+5,318
| New | +$291K | 0.01% | 932 |
|
|
2018
Q4 | – | Sell |
-5,662
| Closed | -$111K | – | 171 |
|
|
2018
Q3 | $111K | Buy |
5,662
+55
| +1% | +$1.08K | 0.02% | 264 |
|
|
2018
Q2 | $114K | Buy |
+5,607
| New | +$114K | 0.04% | 193 |
|
|
2018
Q1 | – | Sell |
-353
| Closed | -$9K | – | 1072 |
|
|
2017
Q4 | $9K | Buy |
+353
| New | +$9K | ﹤0.01% | 1246 |
|