Avantax Advisory Services’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 | $532K | Buy |
5,989
+1,189
| +25% | +$106K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $402K | Buy |
4,800
+349
| +8% | +$29.2K | ﹤0.01% | 1653 |
|
|
2024
Q4 | $388K | Buy |
4,451
+290
| +7% | +$25.3K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $380K | Buy |
4,161
+136
| +3% | +$12.4K | ﹤0.01% | 1594 |
|
|
2024
Q2 | $299K | Sell |
4,025
-365
| -8% | -$27.1K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $290K | Sell |
4,390
-96
| -2% | -$6.35K | ﹤0.01% | 1315 |
|
|
2023
Q4 | $230K | Buy |
+4,486
| New | +$230K | ﹤0.01% | 1392 |
|