WhitTier Trust Company’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 | $320K | Sell |
5,858
-7
| -0.1% | -$383 | 0.01% | 452 |
|
|
2025
Q1 | $314K | Buy |
5,865
+41
| +0.7% | +$2.2K | 0.01% | 458 |
|
|
2024
Q4 | $457K | Hold |
5,824
| – | – | 0.01% | 377 |
|
|
2024
Q3 | $358K | Hold |
5,824
| – | – | 0.01% | 397 |
|
|
2024
Q2 | $290K | Buy |
5,824
+25
| +0.4% | +$1.24K | 0.01% | 420 |
|
|
2024
Q1 | $256K | Buy |
5,799
+62
| +1% | +$2.73K | 0.01% | 436 |
|
|
2023
Q4 | $232K | Buy |
5,737
+149
| +3% | +$6.02K | 0.01% | 439 |
|
|
2023
Q3 | $205K | Buy |
5,588
+110
| +2% | +$4.03K | 0.01% | 447 |
|
|
2023
Q2 | $182K | Hold |
5,478
| – | – | 0.01% | 479 |
|
|
2023
Q1 | $174K | Sell |
5,478
-340
| -6% | -$10.8K | 0.01% | 476 |
|
|
2022
Q4 | $191K | Buy |
5,818
+88
| +2% | +$2.88K | 0.01% | 470 |
|
|
2022
Q3 | $162K | Hold |
5,730
| – | – | 0.01% | 491 |
|
|
2022
Q2 | $151K | Hold |
5,730
| – | – | 0.01% | 495 |
|
|
2022
Q1 | $180K | Hold |
5,730
| – | – | 0.01% | 475 |
|
|
2021
Q4 | $212K | Hold |
5,730
| – | – | 0.01% | 462 |
|
|
2021
Q3 | $203K | Hold |
5,730
| – | – | 0.01% | 458 |
|
|
2021
Q2 | $187K | Hold |
5,730
| – | – | 0.01% | 463 |
|
|
2021
Q1 | $165K | Hold |
5,730
| – | – | 0.01% | 466 |
|
|
2020
Q4 | $135K | Hold |
5,730
| – | – | 0.01% | 472 |
|
|
2020
Q3 | $99K | Hold |
5,730
| – | – | 0.01% | 504 |
|
|
2020
Q2 | $85K | Hold |
5,730
| – | – | 0.01% | 504 |
|
|
2020
Q1 | $75K | Hold |
5,730
| – | – | 0.01% | 505 |
|
|
2019
Q4 | $117K | Sell |
5,730
-2,389
| -29% | -$48.8K | 0.01% | 460 |
|
|
2019
Q3 | $143K | Sell |
8,119
-552
| -6% | -$9.72K | 0.01% | 426 |
|
|
2019
Q2 | $149K | Hold |
8,671
| – | – | 0.01% | 419 |
|
|
2019
Q1 | $146K | Hold |
8,671
| – | – | 0.01% | 414 |
|
|
2018
Q4 | $135K | Sell |
8,671
-191
| -2% | -$2.97K | 0.01% | 413 |
|
|
2018
Q3 | $174K | Hold |
8,862
| – | – | 0.01% | 418 |
|
|
2018
Q2 | $180K | Hold |
8,862
| – | – | 0.01% | 402 |
|
|
2018
Q1 | $180K | Hold |
8,862
| – | – | 0.01% | 394 |
|
|
2017
Q4 | $210K | Hold |
8,862
| – | – | 0.02% | 349 |
|
|
2017
Q3 | $201K | Buy |
8,862
+191
| +2% | +$4.33K | 0.02% | 336 |
|
|
2017
Q2 | $203K | Sell |
8,671
-3,856
| -31% | -$90.3K | 0.02% | 336 |
|
|
2017
Q1 | $291K | Sell |
12,527
-1,599
| -11% | -$37.1K | 0.03% | 302 |
|
|
2016
Q4 | $294K | Sell |
14,126
-1,309
| -8% | -$27.2K | 0.03% | 294 |
|
|
2016
Q3 | $263K | Hold |
15,435
| – | – | 0.03% | 309 |
|
|
2016
Q2 | $239K | Sell |
15,435
-5,000
| -24% | -$77.4K | 0.03% | 318 |
|
|
2016
Q1 | $296K | Hold |
20,435
| – | – | 0.03% | 291 |
|
|
2015
Q4 | $318K | Buy |
20,435
+2,246
| +12% | +$35K | 0.04% | 284 |
|
|
2015
Q3 | $330K | Sell |
18,189
-1,323
| -7% | -$24K | 0.04% | 286 |
|
|
2015
Q2 | $424K | Sell |
19,512
-1,328
| -6% | -$28.9K | 0.05% | 269 |
|
|
2015
Q1 | $416K | Hold |
20,840
| – | – | 0.05% | 272 |
|
|
2014
Q4 | $418K | Hold |
20,840
| – | – | 0.05% | 275 |
|
|
2014
Q3 | $444K | Buy |
20,840
+1,215
| +6% | +$25.9K | 0.05% | 265 |
|
|
2014
Q2 | $461K | Buy |
19,625
+876
| +5% | +$20.6K | 0.05% | 254 |
|
|
2014
Q1 | $470K | Sell |
18,749
-2,514
| -12% | -$63K | 0.06% | 246 |
|
|
2013
Q4 | $540K | Sell |
21,263
-797
| -4% | -$20.2K | 0.07% | 224 |
|
|
2013
Q3 | $537K | Hold |
22,060
| – | – | 0.07% | 207 |
|
|
2013
Q2 | $518K | Buy |
+22,060
| New | +$518K | 0.07% | 204 |
|