Independent Advisor Alliance’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.67M	Sell	15,804 -1,046	-6%	-$117K	0.02%	617
2025 Q4	$1.8M	Sell	16,850 -4,134	-20%	-$411K	0.04%	331
2025 Q3	$2.12M	Sell	20,984 -603	-3%	-$56.3K	0.06%	281
2025 Q2	$1.92M	Buy	21,587 +9,323	+76%	+$755K	0.06%	288
2025 Q1	$1.03M	Buy	12,264 +525	+4%	+$46.6K	0.03%	372
2024 Q4	$1.02M	Buy	11,739 +309	+3%	+$30.2K	0.01%	723
2024 Q3	$1.04M	Buy	11,430 +993	+10%	+$82.8K	0.04%	326
2024 Q2	$775K	Sell	10,437 -390	-4%	-$27.9K	0.03%	375
2024 Q1	$716K	Buy	10,827 +1,823	+20%	+$99K	0.03%	379
2023 Q4	$461K	Sell	9,004 -5,393	-37%	-$237K	0.02%	456
2023 Q3	$550K	Buy	+14,397	New	+$503K	0.02%	394
2023 Q2	–	Sell	-9,505	Closed	-$356K	–	688
2023 Q1	$356K	Sell	9,505 -17,974	-65%	-$738K	0.02%	482
2022 Q4	$956	Sell	27,479 -8,375	-23%	-$291K	﹤0.01%	303
2022 Q3	$995K	Buy	35,854 +6,855	+24%	+$203K	0.06%	265
2022 Q2	$776K	Buy	+28,999	New	+$1.06M	0.04%	310