Waverly Advisors’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
Q4 | $527K | Buy |
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|
2025
Q3 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $222K | Hold |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $259K | Hold |
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|
2017
Q3 | $247K | Hold |
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|
2017
Q2 | $256K | Hold |
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|
2017
Q1 | $254K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Buy |
|