EverSource Wealth Advisors’s Jackson Financial JXN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.9K Buy
911
+325
+55% +$28.9K ﹤0.01% 1315
2025
Q1
$49.1K Buy
586
+56
+11% +$4.69K ﹤0.01% 1254
2024
Q4
$46.2K Sell
530
-65
-11% -$5.66K ﹤0.01% 1226
2024
Q3
$54.3K Buy
595
+157
+36% +$14.3K ﹤0.01% 1034
2024
Q2
$38.6K Buy
438
+43
+11% +$3.79K ﹤0.01% 1213
2024
Q1
$27K Buy
395
+316
+400% +$21.6K ﹤0.01% 1224
2023
Q4
$4.05K Buy
79
+66
+508% +$3.38K ﹤0.01% 1942
2023
Q3
$497 Hold
13
﹤0.01% 2369
2023
Q2
$398 Sell
13
-62
-83% -$1.9K ﹤0.01% 2382
2023
Q1
$2.81K Buy
75
+57
+317% +$2.13K ﹤0.01% 1830
2022
Q4
$626 Sell
18
-474
-96% -$16.5K ﹤0.01% 2173
2022
Q3
$13K Buy
492
+474
+2,633% +$12.5K ﹤0.01% 1045
2022
Q2
$0 Hold
18
﹤0.01% 1803
2022
Q1
$1K Sell
18
-143
-89% -$7.94K ﹤0.01% 1648
2021
Q4
$7K Buy
+161
New +$7K ﹤0.01% 1113