Allworth Financial’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.4K	Buy	467 +42	+10%	+$4.7K	﹤0.01%	2339
2025 Q4	$45.3K	Buy	425 +173	+69%	+$17.2K	﹤0.01%	2266
2025 Q3	$25.5K	Buy	252 +202	+404%	+$18.9K	﹤0.01%	2545
2025 Q2	$4.44K	Buy	50 +34	+213%	+$2.75K	﹤0.01%	3327
2025 Q1	$1.22K	Sell	16 -4	-20%	-$355	﹤0.01%	3400
2024 Q4	$1.9K	Sell	20 -3	-13%	-$293	﹤0.01%	3178
2024 Q3	$2.1K	Hold	23	–	–	﹤0.01%	2948
2024 Q2	$1.89K	Buy	23 +7	+44%	+$500	﹤0.01%	2948
2024 Q1	$1.06K	Hold	16	–	–	﹤0.01%	3059
2023 Q4	$820	Buy	+16	New	+$704	﹤0.01%	3015
2023 Q2	–	Sell	-14	Closed	-$524	–	3323
2023 Q1	$524	Hold	14	–	–	﹤0.01%	2831
2022 Q4	$487	Buy	+14	New	+$486	﹤0.01%	2637