West Oak Capital, LLC JEF Holdings History
West Oak Capital, LLC's Jefferies Financial Group Inc Holding Summary
As of 2025-06-30, West Oak Capital, LLC held 206,607.00 shares of Jefferies Financial Group Inc(JEF), totaling $11.30 Mil. This investment constitutes 5.13% of their stock portfolio, and West Oak Capital, LLC now holds 0.1% of the outstanding Jefferies Financial Group Inc(JEF) stock.
The initial trade took place in 2024Q1. And since then West Oak Capital, LLC has made 3 purchases of JEF, at an average price of $42.10, for a total of 934,805.00 shares. In addition, there have been 1 sales at an average price of $49.57 for 728,198.00 shares. Based on historical transaction data and JEF's current price of $57.03, West Oak Capital, LLC's estimated gain on his JEF holdings is $8.53 Mil, reflecting a 21.67% gain to date.
West Oak Capital, LLC JEF ($57.03) Holding Chart
West Oak Capital, LLC JEF ($57.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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