EverSource Wealth Advisors’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	$131K	Buy	1,239 +29	+2%	+$3.24K	﹤0.01%	1275
2025 Q4	$129K	Buy	1,210 +218	+22%	+$21.7K	﹤0.01%	1179
2025 Q3	$100K	Buy	992 +81	+9%	+$7.57K	﹤0.01%	1275
2025 Q2	$80.9K	Buy	911 +325	+55%	+$26.3K	﹤0.01%	1321
2025 Q1	$49.1K	Buy	586 +56	+11%	+$4.97K	﹤0.01%	1255
2024 Q4	$46.2K	Sell	530 -65	-11%	-$6.35K	﹤0.01%	1226
2024 Q3	$54.3K	Buy	595 +157	+36%	+$13.1K	﹤0.01%	1034
2024 Q2	$38.6K	Buy	438 +43	+11%	+$3.07K	﹤0.01%	1213
2024 Q1	$27K	Buy	395 +316	+400%	+$17.2K	﹤0.01%	1224
2023 Q4	$4.04K	Buy	79 +66	+508%	+$2.9K	﹤0.01%	1942
2023 Q3	$497	Hold	13	–	–	﹤0.01%	2369
2023 Q2	$398	Sell	13 -62	-83%	-$2K	﹤0.01%	2383
2023 Q1	$2.81K	Buy	75 +57	+317%	+$2.34K	﹤0.01%	1831
2022 Q4	$626	Sell	18 -474	-96%	-$16.5K	﹤0.01%	2173
2022 Q3	$13K	Buy	492 +474	+2,633%	+$14K	﹤0.01%	1045
2022 Q2	$0	Hold	18	–	–	﹤0.01%	1803
2022 Q1	$1K	Sell	18 -143	-89%	-$5.96K	﹤0.01%	1648
2021 Q4	$7K	Buy	+161	New	+$5.28K	﹤0.01%	1113