Charles Schwab’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 | $96.2M | Sell |
1,082,998
-1,562
| -0.1% | -$139K | 0.02% | 694 |
|
|
2025
Q1 | $90.9M | Buy |
1,084,560
+5,320
| +0.5% | +$446K | 0.02% | 694 |
|
|
2024
Q4 | $94M | Buy |
1,079,240
+28,337
| +3% | +$2.47M | 0.02% | 701 |
|
|
2024
Q3 | $95.9M | Buy |
1,050,903
+300,520
| +40% | +$27.4M | 0.02% | 679 |
|
|
2024
Q2 | $55.7M | Sell |
750,383
-14,023
| -2% | -$1.04M | 0.01% | 988 |
|
|
2024
Q1 | $50.6M | Sell |
764,406
-343,587
| -31% | -$22.7M | 0.01% | 1034 |
|
|
2023
Q4 | $56.7M | Buy |
1,107,993
+122,302
| +12% | +$6.26M | 0.01% | 876 |
|
|
2023
Q3 | $37.7M | Buy |
985,691
+273,422
| +38% | +$10.5M | 0.01% | 1087 |
|
|
2023
Q2 | $21.8M | Buy |
712,269
+154,789
| +28% | +$4.74M | 0.01% | 1430 |
|
|
2023
Q1 | $20.9M | Buy |
557,480
+83,433
| +18% | +$3.12M | 0.01% | 1439 |
|
|
2022
Q4 | $16.5M | Buy |
474,047
+1,288
| +0.3% | +$44.8K | 0.01% | 1565 |
|
|
2022
Q3 | $13.1M | Sell |
472,759
-113,508
| -19% | -$3.15M | ﹤0.01% | 1666 |
|
|
2022
Q2 | $15.7M | Buy |
586,267
+118,774
| +25% | +$3.18M | 0.01% | 1570 |
|
|
2022
Q1 | $20.7M | Sell |
467,493
-17,839
| -4% | -$789K | 0.01% | 1514 |
|
|
2021
Q4 | $20.3M | Buy |
485,332
+462,180
| +1,996% | +$19.3M | 0.01% | 1567 |
|
|
2021
Q3 | $602K | Buy |
+23,152
| New | +$602K | ﹤0.01% | 3079 |
|