JEFFERIES FINL GROUP INC

Ticker: JEF CUSIP: 47233W109 Class: EQTY

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,963 Value ($000) $741 Avg Close $56.69 Range $47.80 - $64.37
Q3 2025
Shares 13,753 Value ($000) $900 Avg Close $59.90 Range $52.82 - $70.00
Q2 2025
Shares 13,108 Value ($000) $717 Avg Close $48.27 Range $38.16 - $55.36
Q1 2025
Shares 11,963 Value ($000) $641 Avg Close $65.74 Range $49.22 - $79.86
Q4 2024
Shares 16,663 Value ($000) $1,306 Avg Close $69.33 Range $58.29 - $79.25
Q3 2024
Shares 17,933 Value ($000) $1,104 Avg Close $54.37 Range $47.39 - $60.55
Q2 2024
Shares 17,933 Value ($000) $892 Avg Close $42.74 Range $38.66 - $48.25
Q1 2024
Shares 17,933 Value ($000) $791 Avg Close $39.40 Range $36.54 - $45.00
Q4 2023
Shares 17,933 Value ($000) $725 Avg Close $33.21 Range $29.31 - $38.60
Q3 2023
Shares 17,933 Value ($000) $657 Avg Close $33.34 Range $29.50 - $36.22
Q2 2023
Shares 17,933 Value ($000) $595 Avg Close $28.77 Range $26.41 - $31.30
Q1 2023
Shares 18,513 Value ($000) $588 Avg Close $33.01 Range $25.98 - $37.01
Q4 2022
Shares 18,513 Value ($000) $635 Avg Close $30.12 Range $25.10 - $33.34
Q3 2022
Shares 18,513 Value ($000) $546 Avg Close $27.19 Range $22.86 - $30.36
Q2 2022
Shares 18,513 Value ($000) $511 Avg Close $26.29 Range $22.11 - $29.44
Q1 2022
Shares 18,513 Value ($000) $608 Avg Close $29.93 Range $24.53 - $34.83
Q4 2021
Shares 21,853 Value ($000) $848 Avg Close $33.72 Range $29.94 - $37.11
Q3 2021
Shares 21,853 Value ($000) $811 Avg Close $29.12 Range $25.53 - $32.16
Q2 2021
Shares 21,853 Value ($000) $747 Avg Close $26.36 Range $24.29 - $28.99
Q1 2021
Shares 21,853 Value ($000) $658 Avg Close $23.42 Range $18.70 - $28.70
Q4 2020
Shares 22,453 Value ($000) $552 Avg Close $17.89 Range $14.38 - $20.17
Q3 2020
Shares 21,223 Value ($000) $382 Avg Close $13.85 Range $11.98 - $15.92
Q2 2020
Shares 21,173 Value ($000) $329 Avg Close $11.22 Range $9.41 - $14.00
Q1 2020
Shares 21,073 Value ($000) $288 Avg Close $15.84 Range $8.91 - $19.13
Q4 2019
Shares 21,393 Value ($000) $457 Avg Close $15.60 Range $13.23 - $17.23
Q3 2019
Shares 21,393 Value ($000) $394 Avg Close $14.58 Range $13.14 - $15.82
Q2 2019
Shares 15,983 Value ($000) $307 Avg Close $13.95 Range $12.90 - $15.09
Q1 2019
Shares 15,983 Value ($000) $300 Avg Close $14.27 Range $12.27 - $15.32
Q4 2018
Shares 16,333 Value ($000) $284 Avg Close $14.70 Range $11.69 - $16.71
Q3 2018
Shares 16,733 Value ($000) $367 Avg Close $16.62 Range $15.50 - $17.88
Q2 2018
Shares 9,333 Value ($000) $212 Avg Close $16.63 Range $15.34 - $17.69