Brown Shipley & Co’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
$56.8K Hold
640
0.03% 51
2025
Q1
$53.6K Hold
640
0.03% 50
2024
Q4
$55.7K Sell
640
-214
-25% -$18.6K 0.03% 50
2024
Q3
$77.9K Hold
854
0.04% 52
2024
Q2
$63.4K Buy
854
+5
+0.6% +$371 0.03% 53
2024
Q1
$56.2K Sell
849
-40
-4% -$2.65K 0.02% 74
2023
Q4
$45.5K Hold
889
0.02% 70
2023
Q3
$34K Buy
889
+8
+0.9% +$306 0.02% 76
2023
Q2
$27K Hold
881
0.01% 95
2023
Q1
$33K Buy
+881
New +$33K 0.02% 89