Integrated Wealth Concepts’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 | $418K | Sell |
4,705
-766
| -14% | -$68K | ﹤0.01% | 1372 |
|
2025
Q1 | $458K | Buy |
5,471
+1,363
| +33% | +$114K | 0.01% | 1181 |
|
2024
Q4 | $358K | Buy |
4,108
+97
| +2% | +$8.45K | ﹤0.01% | 1277 |
|
2024
Q3 | $366K | Sell |
4,011
-457
| -10% | -$41.7K | ﹤0.01% | 1226 |
|
2024
Q2 | $332K | Sell |
4,468
-638
| -12% | -$47.4K | ﹤0.01% | 1261 |
|
2024
Q1 | $338K | Sell |
5,106
-694
| -12% | -$45.9K | ﹤0.01% | 1253 |
|
2023
Q4 | $297K | Sell |
5,800
-200
| -3% | -$10.2K | ﹤0.01% | 1275 |
|
2023
Q3 | $229K | Buy |
+6,000
| New | +$229K | ﹤0.01% | 1352 |
|
2023
Q2 | – | Sell |
-26,136
| Closed | -$978K | – | 1584 |
|
2023
Q1 | $978K | Buy |
+26,136
| New | +$978K | 0.02% | 629 |
|