Convergence Investment Partners’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,550
| Closed | -$1.33M | – | 271 |
|
|
2024
Q3 | $1.33M | Buy |
+14,550
| New | +$1.33M | 0.36% | 92 |
|
|
2023
Q2 | – | Sell |
-5,371
| Closed | -$201K | – | 182 |
|
|
2023
Q1 | $201K | Buy |
5,371
+554
| +12% | +$20.7K | 0.12% | 171 |
|
|
2022
Q4 | $168K | Sell |
4,817
-178
| -4% | -$6.19K | 0.1% | 174 |
|
|
2022
Q3 | $139K | Buy |
+4,995
| New | +$139K | 0.09% | 181 |
|