Atria Wealth Solutions’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$943K Sell
10,615
-3,788
-26% -$336K 0.02% 661
2025
Q1
$1.21M Sell
14,403
-2,200
-13% -$184K 0.01% 802
2024
Q4
$1.45M Sell
16,603
-9,154
-36% -$797K 0.02% 767
2024
Q3
$2.35M Sell
25,757
-9,809
-28% -$895K 0.03% 572
2024
Q2
$2.64M Sell
35,566
-2,699
-7% -$200K 0.03% 537
2024
Q1
$2.53M Buy
38,265
+1,704
+5% +$113K 0.03% 563
2023
Q4
$1.87M Buy
36,561
+6,152
+20% +$315K 0.02% 617
2023
Q3
$1.16M Sell
30,409
-8,352
-22% -$319K 0.02% 744
2023
Q2
$1.19M Buy
38,761
+4,554
+13% +$139K 0.02% 766
2023
Q1
$1.28M Buy
34,207
+469
+1% +$17.5K 0.02% 708
2022
Q4
$1.17M Buy
33,738
+2,132
+7% +$74.2K 0.02% 679
2022
Q3
$877K Buy
31,606
+13,498
+75% +$375K 0.02% 760
2022
Q2
$484K Buy
18,108
+7,532
+71% +$201K 0.01% 963
2022
Q1
$468K Buy
+10,576
New +$468K 0.01% 1100