Waverly Advisors’s Jefferies Financial Group JEF Stock Holding History

Waverly Advisors’s Portfolio JEF Stock Details JEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237K	Buy
2018 Q4	–	Sell
2018 Q3	$215K	Hold
2018 Q2	$222K	Hold
2018 Q1	$222K	Hold
2017 Q4	$259K	Hold
2017 Q3	$247K	Hold
2017 Q2	$256K	Hold
2017 Q1	$254K	Buy
2014 Q1	–	Sell
2013 Q4	$4K	Buy