Close Asset Management’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$379K	Buy	3,585 +73	+2%	+$8.16K	0.01%	117
2025 Q4	$375K	Buy	3,512 +2,490	+244%	+$248K	0.01%	115
2025 Q3	$104K	Buy	1,022 +10	+1%	+$934	﹤0.01%	146
2025 Q2	$90K	Hold	1,012	–	–	﹤0.01%	150
2025 Q1	$85K	Sell	1,012 -185	-15%	-$16.4K	﹤0.01%	143
2024 Q4	$104K	Hold	1,197	–	–	﹤0.01%	137
2024 Q3	$109K	Hold	1,197	–	–	﹤0.01%	138
2024 Q2	$89K	Sell	1,197 -93	-7%	-$6.64K	﹤0.01%	142
2024 Q1	$85K	Sell	1,290 -344	-21%	-$18.7K	﹤0.01%	141
2023 Q4	$82K	Buy	1,634 +55	+3%	+$2.42K	﹤0.01%	137
2023 Q3	$60K	Buy	1,579 +36	+2%	+$1.26K	﹤0.01%	139
2023 Q2	$47K	Buy	1,543 +827	+116%	+$26.6K	﹤0.01%	159
2023 Q1	$27K	Sell	716 -234	-25%	-$9.61K	﹤0.01%	167
2022 Q4	$33K	Sell	950 -361	-28%	-$12.5K	﹤0.01%	138
2022 Q3	$36K	Sell	1,311 -3,985	-75%	-$118K	﹤0.01%	129
2022 Q2	$142K	Sell	5,296 -5,632	-52%	-$205K	0.01%	101
2022 Q1	$457K	Hold	10,928	–	–	0.02%	73
2021 Q4	$457K	Sell	10,928 -79,484	-88%	-$2.6M	0.02%	73
2021 Q3	$2.35M	Buy	+90,412	New	+$2.46M	0.11%	50