JFA
JNBA Financial Advisors’s Pearson PSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
21,252
-6,023
| -22% | -$89.9K | 0.03% | 158 |
|
|
2025
Q1 | $437K | Buy |
27,275
+1,790
| +7% | +$28.7K | 0.05% | 134 |
|
|
2024
Q4 | $411K | Sell |
25,485
-2,636
| -9% | -$42.5K | 0.04% | 141 |
|
|
2024
Q3 | $382K | Buy |
28,121
+8,659
| +44% | +$118K | 0.04% | 142 |
|
|
2024
Q2 | $243K | Sell |
19,462
-8,000
| -29% | -$99.8K | 0.03% | 175 |
|
|
2024
Q1 | $361K | Hold |
27,462
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $338K | Hold |
27,462
| – | – | 0.04% | 161 |
|
|
2023
Q3 | $289K | Hold |
27,462
| – | – | 0.04% | 167 |
|
|
2023
Q2 | $288K | Sell |
27,462
-30,726
| -53% | -$322K | 0.03% | 168 |
|
|
2023
Q1 | $608K | Buy |
58,188
+2,625
| +5% | +$27.4K | 0.08% | 119 |
|
|
2022
Q4 | $626K | Buy |
55,563
+15,726
| +39% | +$177K | 0.09% | 120 |
|
|
2022
Q3 | $380K | Hold |
39,837
| – | – | 0.06% | 138 |
|
|
2022
Q2 | $367K | Sell |
39,837
-7,596
| -16% | -$70K | 0.06% | 139 |
|
|
2022
Q1 | $473K | Hold |
47,433
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $398K | Hold |
47,433
| – | – | 0.05% | 146 |
|
|
2021
Q3 | $459K | Hold |
47,433
| – | – | 0.06% | 131 |
|
|
2021
Q2 | $551K | Buy |
47,433
+4,988
| +12% | +$57.9K | 0.07% | 117 |
|
|
2021
Q1 | $454K | Buy |
+42,445
| New | +$454K | 0.07% | 123 |
|
|
2016
Q4 | – | Sell |
-672
| Closed | -$7K | – | 1118 |
|
|
2016
Q3 | $7K | Buy |
+672
| New | +$7K | ﹤0.01% | 1134 |
|