Baird Financial Group’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$709K	Sell	6,709 -162	-2%	-$18.1K	﹤0.01%	1370
2025 Q4	$733K	Sell	6,871 -795	-10%	-$79.1K	﹤0.01%	1346
2025 Q3	$776K	Sell	7,666 -295	-4%	-$27.6K	﹤0.01%	1338
2025 Q2	$707K	Sell	7,961 -720	-8%	-$58.3K	﹤0.01%	1306
2025 Q1	$727K	Sell	8,681 -119	-1%	-$10.6K	﹤0.01%	1279
2024 Q4	$766K	Sell	8,800 -448	-5%	-$43.7K	﹤0.01%	1258
2024 Q3	$844K	Sell	9,248 -633	-6%	-$52.8K	﹤0.01%	1228
2024 Q2	$734K	Sell	9,881 -22	-0.2%	-$1.57K	﹤0.01%	1273
2024 Q1	$655K	Hold	9,903	–	–	﹤0.01%	1293
2023 Q4	$507K	Sell	9,903 -209	-2%	-$9.2K	﹤0.01%	1350
2023 Q3	$386K	Buy	10,112 +1,044	+12%	+$36.5K	﹤0.01%	1429
2023 Q2	$278K	Sell	9,068 -671	-7%	-$21.6K	﹤0.01%	1526
2023 Q1	$364K	Buy	9,739 +3,947	+68%	+$162K	﹤0.01%	1426
2022 Q4	$201K	Buy	+5,792	New	+$201K	﹤0.01%	1603
2022 Q2	–	Sell	-5,168	Closed	-$229K	–	1820
2022 Q1	$229K	Buy	5,168 +161	+3%	+$6.71K	﹤0.01%	1710
2021 Q4	$209K	Buy	+5,007	New	+$164K	﹤0.01%	1806