Tortoise Investment Management’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 | $219 | Buy |
+4
| New | +$219 | ﹤0.01% | 1194 |
|
|
2016
Q1 | – | Sell |
-670
| Closed | -$10K | – | 418 |
|
|
2015
Q4 | $10K | Hold |
670
| – | – | ﹤0.01% | 312 |
|
|
2015
Q3 | $12K | Hold |
670
| – | – | ﹤0.01% | 282 |
|
|
2015
Q2 | $15K | Hold |
670
| – | – | 0.01% | 285 |
|
|
2015
Q1 | $13K | Hold |
670
| – | – | 0.01% | 279 |
|
|
2014
Q4 | $13K | Hold |
670
| – | – | 0.01% | 303 |
|
|
2014
Q3 | $14K | Hold |
670
| – | – | 0.01% | 279 |
|
|
2014
Q2 | $16K | Hold |
670
| – | – | 0.01% | 287 |
|
|
2014
Q1 | $17K | Hold |
670
| – | – | 0.01% | 238 |
|
|
2013
Q4 | $17K | Hold |
670
| – | – | 0.01% | 223 |
|
|
2013
Q3 | $16K | Hold |
670
| – | – | 0.01% | 209 |
|
|
2013
Q2 | $16K | Buy |
+670
| New | +$16K | 0.01% | 196 |
|