WhitTier Trust Company’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 | $366K | Hold |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $314K | Buy |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $180K | Hold |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $187K | Hold |
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|
2021
Q1 | $165K | Hold |
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|
2020
Q4 | $135K | Hold |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $117K | Sell |
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|
2019
Q3 | $143K | Sell |
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|
2019
Q2 | $149K | Hold |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $135K | Sell |
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|
2018
Q3 | $174K | Hold |
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|
2018
Q2 | $180K | Hold |
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|
2018
Q1 | $180K | Hold |
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|
2017
Q4 | $210K | Hold |
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|
2017
Q3 | $201K | Buy |
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|
2017
Q2 | $203K | Sell |
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|
2017
Q1 | $291K | Sell |
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|
2016
Q4 | $294K | Sell |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $296K | Hold |
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|
2015
Q4 | $318K | Buy |
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|
2015
Q3 | $330K | Sell |
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|
2015
Q2 | $424K | Sell |
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|
2015
Q1 | $416K | Hold |
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|
2014
Q4 | $418K | Hold |
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|
2014
Q3 | $444K | Buy |
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|
2014
Q2 | $461K | Buy |
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|
2014
Q1 | $470K | Sell |
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|
2013
Q4 | $540K | Sell |
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|
2013
Q3 | $537K | Hold |
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|
2013
Q2 | $518K | Buy |
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