Atria Wealth Solutions’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$943K	Sell	10,615 -3,788	-26%	-$307K	0.02%	662
2025 Q1	$1.21M	Sell	14,403 -2,200	-13%	-$195K	0.01%	808
2024 Q4	$1.45M	Sell	16,603 -9,154	-36%	-$894K	0.02%	770
2024 Q3	$2.35M	Sell	25,757 -9,809	-28%	-$818K	0.03%	575
2024 Q2	$2.64M	Sell	35,566 -2,699	-7%	-$193K	0.03%	539
2024 Q1	$2.53M	Buy	38,265 +1,704	+5%	+$92.5K	0.03%	565
2023 Q4	$1.87M	Buy	36,561 +6,152	+20%	+$271K	0.02%	622
2023 Q3	$1.16M	Sell	30,409 -8,352	-22%	-$292K	0.02%	747
2023 Q2	$1.19M	Buy	38,761 +4,554	+13%	+$147K	0.02%	769
2023 Q1	$1.28M	Buy	34,207 +469	+1%	+$19.3K	0.02%	709
2022 Q4	$1.17M	Buy	33,738 +2,132	+7%	+$74.1K	0.02%	681
2022 Q3	$877K	Buy	31,606 +13,498	+75%	+$399K	0.02%	763
2022 Q2	$484K	Buy	18,108 +7,532	+71%	+$275K	0.01%	988
2022 Q1	$468K	Buy	+10,576	New	+$441K	0.01%	1100