Belpointe Asset Management’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,417
| Closed | -$217K | – | 989 |
|
|
2024
Q4 | $217K | Buy |
2,417
+2
| +0.1% | +$180 | 0.01% | 782 |
|
|
2024
Q3 | $220K | Sell |
2,415
-1,254
| -34% | -$114K | 0.01% | 781 |
|
|
2024
Q2 | $272K | Sell |
3,669
-1,454
| -28% | -$108K | 0.02% | 621 |
|
|
2024
Q1 | $339K | Sell |
5,123
-2,577
| -33% | -$170K | 0.03% | 546 |
|
|
2023
Q4 | $394K | Sell |
7,700
-2,118
| -22% | -$108K | 0.03% | 438 |
|
|
2023
Q3 | $375K | Sell |
9,818
-4,420
| -31% | -$169K | 0.04% | 411 |
|
|
2023
Q2 | $436K | Sell |
14,238
-12,979
| -48% | -$397K | 0.05% | 342 |
|
|
2023
Q1 | $1.02M | Buy |
27,217
+27,180
| +73,459% | +$1.02M | 0.06% | 322 |
|
|
2022
Q4 | $1.29K | Buy |
+37
| New | +$1.29K | ﹤0.01% | 3387 |
|