MorganRosel Wealth Management’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
$645K Sell
7,261
-7,919
-52% -$703K 0.18% 78
2025
Q1
$1.27M Sell
15,180
-154
-1% -$12.9K 0.39% 46
2024
Q4
$1.34M Sell
15,334
-1,449
-9% -$126K 0.44% 42
2024
Q3
$1.53M Buy
+16,783
New +$1.53M 0.5% 34