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 |
|