Carson Wealth (CWM LLC)’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
2,762
+787
| +40% | +$69.8K | ﹤0.01% | 1999 |
|
|
2025
Q1 | $165K | Buy |
1,975
+145
| +8% | +$12.1K | ﹤0.01% | 2054 |
|
|
2024
Q4 | $159K | Buy |
1,830
+170
| +10% | +$14.8K | ﹤0.01% | 1978 |
|
|
2024
Q3 | $151K | Buy |
1,660
+635
| +62% | +$57.8K | ﹤0.01% | 1924 |
|
|
2024
Q2 | $76K | Buy |
1,025
+457
| +80% | +$33.9K | ﹤0.01% | 2174 |
|
|
2024
Q1 | $38K | Buy |
568
+176
| +45% | +$11.8K | ﹤0.01% | 2478 |
|
|
2023
Q4 | $20K | Buy |
392
+209
| +114% | +$10.7K | ﹤0.01% | 2775 |
|
|
2023
Q3 | $7K | Buy |
183
+109
| +147% | +$4.17K | ﹤0.01% | 3301 |
|
|
2023
Q2 | $2K | Sell |
74
-12
| -14% | -$324 | ﹤0.01% | 3805 |
|
|
2023
Q1 | $3K | Buy |
86
+37
| +76% | +$1.29K | ﹤0.01% | 3521 |
|
|
2022
Q4 | $2K | Buy |
49
+11
| +29% | +$449 | ﹤0.01% | 3573 |
|
|
2022
Q3 | $1K | Sell |
38
-14
| -27% | -$368 | ﹤0.01% | 3668 |
|
|
2022
Q2 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 3551 |
|
|
2022
Q1 | – | Sell |
-46
| Closed | -$2K | – | 3673 |
|
|
2021
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 3121 |
|