CIA
Concurrent Investment Advisors’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
2,505
+27
| +1% | +$2.4K | ﹤0.01% | 1214 |
|
|
2025
Q1 | $208K | Sell |
2,478
-91
| -4% | -$7.62K | 0.01% | 1100 |
|
|
2024
Q4 | $224K | Sell |
2,569
-43
| -2% | -$3.75K | 0.01% | 933 |
|
|
2024
Q3 | $238K | Buy |
+2,612
| New | +$238K | 0.01% | 863 |
|
|
2024
Q2 | – | Sell |
-12,168
| Closed | -$805K | – | 984 |
|
|
2024
Q1 | $805K | Buy |
12,168
+6,490
| +114% | +$429K | 0.03% | 421 |
|
|
2023
Q4 | $291K | Buy |
+5,678
| New | +$291K | 0.01% | 655 |
|