Creative Planning’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 | $651K | Sell |
7,333
-209
| -3% | -$18.6K | ﹤0.01% | 2225 |
|
|
2025
Q1 | $632K | Buy |
7,542
+621
| +9% | +$52K | ﹤0.01% | 2076 |
|
|
2024
Q4 | $603K | Buy |
6,921
+2,880
| +71% | +$251K | ﹤0.01% | 2049 |
|
|
2024
Q3 | $369K | Buy |
4,041
+373
| +10% | +$34K | ﹤0.01% | 2358 |
|
|
2024
Q2 | $272K | Sell |
3,668
-25
| -0.7% | -$1.86K | ﹤0.01% | 2426 |
|
|
2024
Q1 | $244K | Sell |
3,693
-1,826
| -33% | -$121K | ﹤0.01% | 2412 |
|
|
2023
Q4 | $283K | Sell |
5,519
-3,778
| -41% | -$193K | ﹤0.01% | 2127 |
|
|
2023
Q3 | $355K | Buy |
+9,297
| New | +$355K | ﹤0.01% | 1790 |
|