Tocqueville Asset Management’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
2026 Q1	$2.84M	Buy	68,885 +19,030	+38%	+$988K	0.04%	259
2025 Q4	$3.09M	Sell	49,855 -3,164	-6%	-$181K	0.05%	255
2025 Q3	$3.47M	Sell	53,019 -15,865	-23%	-$968K	0.05%	249
2025 Q2	$3.77M	Buy	68,884 +1,515	+2%	+$75K	0.06%	234
2025 Q1	$3.61M	Sell	67,369 -605	-0.9%	-$41.1K	0.06%	212
2024 Q4	$5.33M	Sell	67,974 -1,476	-2%	-$106K	0.08%	176
2024 Q3	$4.27M	Sell	69,450 -7,600	-10%	-$431K	0.07%	196
2024 Q2	$3.83M	Buy	77,050 +15,320	+25%	+$688K	0.06%	200
2024 Q1	$2.72M	Buy	+61,730	New	+$2.57M	0.04%	242
2020 Q2	–	Sell	-38,766	Closed	-$507K	–	667
2020 Q1	$507K	Sell	38,766 -32,823	-46%	-$627K	0.01%	451
2019 Q4	$1.46M	Sell	71,589 -10,921	-13%	-$207K	0.02%	395
2019 Q3	$1.45M	Sell	82,510 -6,061	-7%	-$108K	0.02%	412
2019 Q2	$1.52M	Sell	88,571 -168	-0.2%	-$2.88K	0.02%	419
2019 Q1	$1.49M	Sell	88,739 -160,671	-64%	-$2.84M	0.02%	416
2018 Q4	$3.88M	Sell	249,410 -3,923	-2%	-$71.8K	0.06%	300
2018 Q3	$4.98M	Sell	253,333 -6,146	-2%	-$128K	0.06%	287
2018 Q2	$5.28M	Sell	259,479 -603	-0.2%	-$12.6K	0.07%	291
2018 Q1	$5.29M	Sell	260,082 -782	-0.3%	-$17.7K	0.07%	296
2017 Q4	$6.19M	Sell	260,864 -667	-0.3%	-$15.4K	0.07%	277
2017 Q3	$5.91M	Buy	+261,531	New	+$5.86M	0.07%	286
2014 Q3	–	Sell	-838	Closed	-$20K	–	1061
2014 Q2	$20K	Hold	838	–	–	﹤0.01%	1453
2014 Q1	$21K	Hold	838	–	–	﹤0.01%	1113
2013 Q4	$21K	Buy	+838	New	+$21.2K	﹤0.01%	1129