Edgestream Partners’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9M	Buy	103,446 +15,873	+18%	+$1.78M	0.36%	30
2025 Q4	$9.34M	Buy	87,573 +27,887	+47%	+$2.77M	0.26%	75
2025 Q3	$6.04M	Sell	59,686 -39,041	-40%	-$3.65M	0.18%	191
2025 Q2	$8.77M	Buy	98,727 +7,075	+8%	+$573K	0.24%	109
2025 Q1	$7.68M	Buy	91,652 +3,339	+4%	+$297K	0.26%	100
2024 Q4	$7.69M	Buy	88,313 +68,078	+336%	+$6.65M	0.33%	42
2024 Q3	$1.85M	Sell	20,235 -76,645	-79%	-$6.39M	0.08%	428
2024 Q2	$7.19M	Buy	96,880 +52,013	+116%	+$3.72M	0.35%	45
2024 Q1	$2.97M	Buy	44,867 +624	+1%	+$33.9K	0.15%	237
2023 Q4	$2.27M	Buy	+44,243	New	+$1.95M	0.16%	209
2023 Q3	–	Sell	-23,937	Closed	-$733K	–	892
2023 Q2	$733K	Buy	+23,937	New	+$771K	0.07%	439