Edgestream Partners’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 | $8.77M | Buy |
98,727
+7,075
| +8% | +$628K | 0.24% | 109 |
|
|
2025
Q1 | $7.68M | Buy |
91,652
+3,339
| +4% | +$280K | 0.26% | 100 |
|
|
2024
Q4 | $7.69M | Buy |
88,313
+68,078
| +336% | +$5.93M | 0.33% | 42 |
|
|
2024
Q3 | $1.85M | Sell |
20,235
-76,645
| -79% | -$6.99M | 0.08% | 428 |
|
|
2024
Q2 | $7.19M | Buy |
96,880
+52,013
| +116% | +$3.86M | 0.35% | 45 |
|
|
2024
Q1 | $2.97M | Buy |
44,867
+624
| +1% | +$41.3K | 0.15% | 237 |
|
|
2023
Q4 | $2.27M | Buy |
+44,243
| New | +$2.27M | 0.16% | 209 |
|
|
2023
Q3 | – | Sell |
-23,937
| Closed | -$733K | – | 892 |
|
|
2023
Q2 | $733K | Buy |
+23,937
| New | +$733K | 0.07% | 439 |
|