Tortoise Investment 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
2025
Q2
$219 Buy
2016
Q1
Sell
2015
Q4
$10K Hold
2015
Q3
$12K Hold
2015
Q2
$15K Hold
2015
Q1
$13K Hold
2014
Q4
$13K Hold
2014
Q3
$14K Hold
2014
Q2
$16K Hold
2014
Q1
$17K Hold
2013
Q4
$17K Hold
2013
Q3
$16K Hold
2013
Q2
$16K Buy