NewEdge Advisors’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	$665K	Buy	6,289 +66	+1%	+$7.38K	﹤0.01%	1770
2025 Q4	$664K	Buy	6,223 +3,309	+114%	+$329K	﹤0.01%	1759
2025 Q3	$295K	Sell	2,914 -58	-2%	-$5.42K	﹤0.01%	2183
2025 Q2	$264K	Sell	2,972 -999	-25%	-$80.9K	﹤0.01%	2090
2025 Q1	$333K	Sell	3,971 -2,392	-38%	-$212K	﹤0.01%	1827
2024 Q4	$554K	Buy	6,363 +4,160	+189%	+$406K	﹤0.01%	1483
2024 Q3	$201K	Sell	2,203 -64	-3%	-$5.34K	﹤0.01%	1999
2024 Q2	$168K	Sell	2,267 -6,952	-75%	-$497K	﹤0.01%	1971
2024 Q1	$610K	Sell	9,219 -349	-4%	-$18.9K	0.01%	1229
2023 Q4	$482K	Buy	9,568 +2,742	+40%	+$121K	﹤0.01%	1299
2023 Q3	$261K	Buy	+6,826	New	+$239K	﹤0.01%	1500
2023 Q1	–	Sell	-413	Closed	-$14.4K	–	3812
2022 Q4	$14.4K	Buy	+413	New	+$14.3K	﹤0.01%	2241