Global Retirement Partners’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$159K	Buy	1,495 +184	+14%	+$18.3K	﹤0.01%	1613
2025 Q3	$133K	Sell	1,311 -278	-17%	-$26K	﹤0.01%	1380
2025 Q2	$141K	Buy	+1,589	New	+$129K	﹤0.01%	1264
2024 Q4	$157K	Sell	1,808 -93	-5%	-$9.08K	﹤0.01%	1056
2024 Q3	$173K	Buy	1,901 +741	+64%	+$61.8K	0.01%	973
2024 Q2	$86.1K	Buy	1,160 +5	+0.4%	+$357	﹤0.01%	1278
2024 Q1	$76.4K	Buy	1,155 +11	+1%	+$597	﹤0.01%	1201
2023 Q4	$55.6K	Sell	1,144 -200	-15%	-$8.8K	﹤0.01%	1312
2023 Q3	$48.9K	Buy	1,344 +1,106	+465%	+$38.6K	﹤0.01%	1285
2023 Q2	$7.29K	Buy	238 +61	+34%	+$1.97K	﹤0.01%	2074
2023 Q1	$6.04K	Buy	177 +34	+24%	+$1.4K	﹤0.01%	2102
2022 Q4	$4.98K	Buy	143 +141	+7,050%	+$4.9K	﹤0.01%	2023
2022 Q3	$0	Hold	2	–	–	﹤0.01%	2841
2022 Q2	$0	Hold	2	–	–	﹤0.01%	2788
2022 Q1	$0	Buy	+2	New	+$83	﹤0.01%	2703