UMB Bank’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
Q3
$579K Sell
2025
Q2
$485K Buy
2025
Q1
$457K Buy
2024
Q4
$633K Sell
2024
Q3
$497K Buy
2024
Q2
$382K Buy
2024
Q1
$337K Buy
2023
Q4
$294K Sell
2023
Q3
$270K Hold
2023
Q2
$244K Hold
2023
Q1
$234K Sell
2022
Q4
$252K Sell
2022
Q3
$222K Sell
2022
Q2
$213K Hold
2022
Q1
$252K Buy
2021
Q4
$295K Buy