Beacon Pointe Advisors’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	$6.81M	Buy	64,380 +4,906	+8%	+$549K	0.04%	399
2025 Q4	$6.34M	Sell	59,474 -371	-0.6%	-$36.9K	0.04%	335
2025 Q3	$6.06M	Sell	59,845 -2,923	-5%	-$273K	0.05%	313
2025 Q2	$5.57M	Buy	62,768 +655	+1%	+$53.1K	0.06%	289
2025 Q1	$5.2M	Buy	62,113 +513	+0.8%	+$45.6K	0.06%	290
2024 Q4	$5.36M	Sell	61,600 -566	-0.9%	-$55.3K	0.06%	270
2024 Q3	$5.67M	Sell	62,166 -1,593	-2%	-$133K	0.07%	260
2024 Q2	$4.73M	Sell	63,759 -20,300	-24%	-$1.45M	0.06%	293
2024 Q1	$5.56M	Sell	84,059 -2,484	-3%	-$135K	0.06%	267
2023 Q4	$4.43M	Buy	86,543 +83	+0.1%	+$3.65K	0.05%	309
2023 Q3	$3.3M	Buy	+86,460	New	+$3.02M	0.04%	355