Kestra Advisory Services’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	$3.76M	Buy	35,593 +8,057	+29%	+$901K	0.01%	945
2025 Q4	$2.94M	Buy	27,536 +10,551	+62%	+$1.05M	0.01%	1001
2025 Q3	$1.72M	Sell	16,985 -8,092	-32%	-$756K	0.01%	1240
2025 Q2	$2.23M	Buy	25,077 +8,623	+52%	+$699K	0.01%	1031
2025 Q1	$1.38M	Sell	16,454 -42,910	-72%	-$3.81M	0.01%	1192
2024 Q4	$5.17M	Buy	59,364 +43,257	+269%	+$4.22M	0.03%	567
2024 Q3	$1.47M	Sell	16,107 -6,671	-29%	-$556K	0.01%	1118
2024 Q2	$1.69M	Buy	22,778 +7,072	+45%	+$505K	0.01%	1044
2024 Q1	$1.04M	Buy	15,706 +6,121	+64%	+$332K	0.01%	1218
2023 Q4	$491K	Buy	9,585 +3,309	+53%	+$146K	﹤0.01%	1541
2023 Q3	$240K	Sell	6,276 -21,366	-77%	-$747K	﹤0.01%	1819
2023 Q2	$846K	Buy	27,642 +3,589	+15%	+$116K	0.01%	1060
2023 Q1	$900K	Buy	24,053 +1,354	+6%	+$55.6K	0.01%	994
2022 Q4	$790K	Sell	22,699 -1,156	-5%	-$40.2K	0.01%	1165
2022 Q3	$662K	Buy	23,855 +4,860	+26%	+$144K	0.01%	1166
2022 Q2	$508K	Buy	18,995 +2,497	+15%	+$91.1K	0.01%	1322
2022 Q1	$730K	Buy	16,498 +423	+3%	+$17.6K	0.01%	1090
2021 Q4	$672K	Buy	+16,075	New	+$527K	0.01%	1163