Whitener Capital 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
Q3 | $367K | Buy |
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|
2025
Q2 | $303K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $218K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $8K | Buy |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Buy |
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|
2018
Q3 | $2K | Buy |
|