NGA
Naples Global Advisors’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
38,906
-533
| -1% | -$47.3K | 0.3% | 94 |
|
|
2025
Q1 | $3.3M | Sell |
39,439
-199
| -0.5% | -$16.7K | 0.31% | 93 |
|
|
2024
Q4 | $3.45M | Sell |
39,638
-2,049
| -5% | -$178K | 0.32% | 94 |
|
|
2024
Q3 | $3.8M | Sell |
41,687
-275
| -0.7% | -$25.1K | 0.35% | 85 |
|
|
2024
Q2 | $3.12M | Sell |
41,962
-1,649
| -4% | -$122K | 0.31% | 92 |
|
|
2024
Q1 | $2.88M | Sell |
43,611
-898
| -2% | -$59.4K | 0.3% | 95 |
|
|
2023
Q4 | $2.28M | Sell |
44,509
-2,049
| -4% | -$105K | 0.25% | 120 |
|
|
2023
Q3 | $1.78M | Buy |
46,558
+916
| +2% | +$35K | 0.22% | 129 |
|
|
2023
Q2 | $1.4M | Sell |
45,642
-2,175
| -5% | -$66.6K | 0.16% | 175 |
|
|
2023
Q1 | $1.79M | Sell |
47,817
-290
| -0.6% | -$10.8K | 0.22% | 138 |
|
|
2022
Q4 | $1.67M | Buy |
48,107
+10,707
| +29% | +$372K | 0.21% | 141 |
|
|
2022
Q3 | $1.04M | Buy |
37,400
+4,025
| +12% | +$112K | 0.14% | 195 |
|
|
2022
Q2 | $893K | Buy |
33,375
+10,550
| +46% | +$282K | 0.12% | 209 |
|
|
2022
Q1 | $1.01M | Buy |
22,825
+3,200
| +16% | +$142K | 0.12% | 205 |
|
|
2021
Q4 | $821K | Buy |
+19,625
| New | +$821K | 0.1% | 223 |
|