Congress Wealth 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
Q2
$603K Buy
6,793
+267
+4% +$23.7K 0.01% 863
2025
Q1
$547K Buy
+6,526
New +$547K 0.01% 791