Fernwood Investment Management’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $594K | Sell |
6,825
-500
| -7% | -$43.5K | 0.21% | 93 |
|
|
2024
Q3 | $668K | Sell |
7,325
-950
| -11% | -$86.7K | 0.22% | 97 |
|
|
2024
Q2 | $615K | Sell |
8,275
-1,000
| -11% | -$74.3K | 0.19% | 104 |
|
|
2024
Q1 | $613K | Sell |
9,275
-400
| -4% | -$26.5K | 0.18% | 107 |
|
|
2023
Q4 | $495K | Hold |
9,675
| – | – | 0.16% | 120 |
|
|
2023
Q3 | $370K | Sell |
9,675
-1,700
| -15% | -$65K | 0.13% | 134 |
|
|
2023
Q2 | $348K | Buy |
11,375
+2,450
| +27% | +$75K | 0.12% | 140 |
|
|
2023
Q1 | $334K | Buy |
8,925
+150
| +2% | +$5.61K | 0.13% | 145 |
|
|
2022
Q4 | $305K | Hold |
8,775
| – | – | 0.13% | 148 |
|
|
2022
Q3 | $244K | Sell |
8,775
-550
| -6% | -$15.3K | 0.1% | 154 |
|
|
2022
Q2 | $249K | Buy |
9,325
+650
| +7% | +$17.4K | 0.11% | 157 |
|
|
2022
Q1 | $384K | Sell |
8,675
-200
| -2% | -$8.85K | 0.13% | 142 |
|
|
2021
Q4 | $371K | Buy |
+8,875
| New | +$371K | 0.12% | 154 |
|