Independent Advisor Alliance’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 | $1.92M | Buy |
21,587
+9,323
| +76% | +$828K | 0.06% | 288 |
|
|
2025
Q1 | $1.03M | Buy |
12,264
+525
| +4% | +$44K | 0.03% | 372 |
|
|
2024
Q4 | $1.02M | Buy |
11,739
+309
| +3% | +$26.9K | 0.01% | 723 |
|
|
2024
Q3 | $1.04M | Buy |
11,430
+993
| +10% | +$90.6K | 0.04% | 326 |
|
|
2024
Q2 | $775K | Sell |
10,437
-390
| -4% | -$29K | 0.03% | 375 |
|
|
2024
Q1 | $716K | Buy |
10,827
+1,823
| +20% | +$121K | 0.03% | 379 |
|
|
2023
Q4 | $461K | Sell |
9,004
-5,393
| -37% | -$276K | 0.02% | 456 |
|
|
2023
Q3 | $550K | Buy |
+14,397
| New | +$550K | 0.02% | 394 |
|
|
2023
Q2 | – | Sell |
-9,505
| Closed | -$356K | – | 688 |
|
|
2023
Q1 | $356K | Sell |
9,505
-17,974
| -65% | -$672K | 0.02% | 482 |
|
|
2022
Q4 | $956 | Sell |
27,479
-8,375
| -23% | -$291 | ﹤0.01% | 303 |
|
|
2022
Q3 | $995K | Buy |
35,854
+6,855
| +24% | +$190K | 0.06% | 265 |
|
|
2022
Q2 | $776K | Buy |
+28,999
| New | +$776K | 0.04% | 310 |
|