Geneos Wealth 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 | $118K | Sell |
1,333
-704
| -35% | -$62.5K | ﹤0.01% | 1184 |
|
|
2025
Q1 | $171K | Buy |
2,037
+1,355
| +199% | +$114K | ﹤0.01% | 1303 |
|
|
2024
Q4 | $59.4K | Sell |
682
-376
| -36% | -$32.7K | ﹤0.01% | 1252 |
|
|
2024
Q3 | $96.5K | Buy |
1,058
+5
| +0.5% | +$456 | ﹤0.01% | 977 |
|
|
2024
Q2 | $78.2K | Sell |
1,053
-108
| -9% | -$8.02K | ﹤0.01% | 936 |
|
|
2024
Q1 | $76.8K | Sell |
1,161
-1,055
| -48% | -$69.8K | ﹤0.01% | 934 |
|
|
2023
Q4 | $113K | Sell |
2,216
-935
| -30% | -$47.9K | 0.01% | 802 |
|
|
2023
Q3 | $120K | Sell |
3,151
-17,908
| -85% | -$684K | 0.01% | 822 |
|
|
2023
Q2 | $645K | Buy |
21,059
+2,495
| +13% | +$76.4K | 0.03% | 413 |
|
|
2023
Q1 | $694K | Buy |
18,564
+16,849
| +982% | +$630K | 0.04% | 378 |
|
|
2022
Q4 | $59.7K | Buy |
+1,715
| New | +$59.7K | ﹤0.01% | 988 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$2K | – | 2317 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2395 |
|
|
2022
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2406 |
|