Kestra Private Wealth Services’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
$895K Buy
10,083
+2,006
+25% +$178K 0.01% 781
2025
Q1
$677K Sell
8,077
-7
-0.1% -$586 0.01% 829
2024
Q4
$704K Buy
8,084
+1,524
+23% +$133K 0.01% 775
2024
Q3
$598K Buy
6,560
+433
+7% +$39.5K 0.01% 815
2024
Q2
$455K Buy
6,127
+947
+18% +$70.3K 0.01% 869
2024
Q1
$343K Buy
+5,180
New +$343K 0.01% 959