Forum Financial Management’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	$250K	Sell	2,816 -641	-19%	-$56.9K	﹤0.01%	775
2025 Q1	$290K	Buy	3,457 +10	+0.3%	+$838	﹤0.01%	609
2024 Q4	$300K	Buy	3,447 +752	+28%	+$65.5K	0.01%	613
2024 Q3	$246K	Hold	2,695	–	–	﹤0.01%	619
2024 Q2	$200K	Buy	+2,695	New	+$200K	﹤0.01%	675