JFS Wealth Advisors’s F&G Annuities & Life FG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.7K | Sell |
336
-8
| -2% | -$256 | ﹤0.01% | 845 |
|
2025
Q1 | $12.4K | Sell |
344
-8
| -2% | -$288 | ﹤0.01% | 809 |
|
2024
Q4 | $14.6K | Buy |
352
+20
| +6% | +$829 | ﹤0.01% | 736 |
|
2024
Q3 | $14.8K | Buy |
332
+1
| +0.3% | +$45 | ﹤0.01% | 721 |
|
2024
Q2 | $12.6K | Buy |
331
+14
| +4% | +$533 | ﹤0.01% | 722 |
|
2024
Q1 | $12.9K | Hold |
317
| – | – | ﹤0.01% | 738 |
|
2023
Q4 | $14.6K | Hold |
317
| – | – | ﹤0.01% | 669 |
|
2023
Q3 | $8.9K | Hold |
317
| – | – | ﹤0.01% | 768 |
|
2023
Q2 | $7.86K | Sell |
317
-98
| -24% | -$2.43K | ﹤0.01% | 808 |
|
2023
Q1 | $7.52K | Sell |
415
-83
| -17% | -$1.5K | ﹤0.01% | 822 |
|
2022
Q4 | $9.97K | Buy |
+498
| New | +$9.97K | ﹤0.01% | 716 |
|