Concorde Asset Management’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,900
| Closed | -$253K | – | 188 |
|
|
2024
Q4 | $253K | Sell |
2,900
-500
| -15% | -$43.5K | 0.13% | 146 |
|
|
2024
Q3 | $310K | Sell |
3,400
-1,300
| -28% | -$119K | 0.18% | 110 |
|
|
2024
Q2 | $349K | Sell |
4,700
-300
| -6% | -$22.3K | 0.22% | 88 |
|
|
2024
Q1 | $331K | Sell |
5,000
-500
| -9% | -$33.1K | 0.23% | 81 |
|
|
2023
Q4 | $282K | Buy |
+5,500
| New | +$282K | 0.19% | 112 |
|