CA
Carson Advisory’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
27,930
-348
| -1% | -$30.9K | 1.58% | 16 |
|
|
2025
Q1 | $2.37M | Sell |
28,278
-1,104
| -4% | -$92.5K | 1.6% | 17 |
|
|
2024
Q4 | $2.56M | Sell |
29,382
-3,803
| -11% | -$331K | 1.78% | 12 |
|
|
2024
Q3 | $3.03M | Sell |
33,185
-2,594
| -7% | -$237K | 1.9% | 11 |
|
|
2024
Q2 | $2.66M | Sell |
35,779
-4,098
| -10% | -$304K | 1.86% | 10 |
|
|
2024
Q1 | $2.64M | Sell |
39,877
-3,003
| -7% | -$199K | 1.86% | 10 |
|
|
2023
Q4 | $2.2M | Sell |
42,880
-1,498
| -3% | -$76.7K | 1.71% | 10 |
|
|
2023
Q3 | $1.7M | Buy |
44,378
+1,703
| +4% | +$65.1K | 1.49% | 12 |
|
|
2023
Q2 | $1.31M | Buy |
42,675
+2,498
| +6% | +$76.5K | 1.1% | 23 |
|
|
2023
Q1 | $1.5M | Buy |
40,177
+703
| +2% | +$26.3K | 1.34% | 18 |
|
|
2022
Q4 | $1.37M | Sell |
39,474
-694
| -2% | -$24.1K | 1.32% | 20 |
|
|
2022
Q3 | $1.12M | Buy |
40,168
+18,801
| +88% | +$522K | 1.24% | 20 |
|
|
2022
Q2 | $572K | Buy |
21,367
+15,100
| +241% | +$404K | 0.64% | 48 |
|
|
2022
Q1 | $277K | Buy |
+6,267
| New | +$277K | 0.28% | 94 |
|