B. Riley Wealth Advisors’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.15M Sell
13,200
-4,356
-25% -$379K 0.04% 411
2024
Q3
$1.6M Sell
17,556
-4,906
-22% -$448K 0.04% 377
2024
Q2
$1.67M Sell
22,462
-18,569
-45% -$1.38M 0.04% 391
2024
Q1
$1.57M Buy
41,031
+5,819
+17% +$222K 0.04% 414
2023
Q4
$1.8M Sell
35,212
-5,819
-14% -$298K 0.05% 385
2023
Q3
$1.57M Sell
41,031
-15,802
-28% -$604K 0.04% 414
2023
Q2
$1.74M Buy
56,833
+45,392
+397% +$1.39M 0.04% 409
2023
Q1
$428K Buy
+11,441
New +$428K 0.01% 874