JNBA Financial Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $338K | Hold |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $608K | Buy |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $473K | Hold |
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|
2021
Q4 | $398K | Hold |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $551K | Buy |
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|
2021
Q1 | $454K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $7K | Buy |
|