Oppenheimer Asset Management’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	$205K	Sell	1,943 -79	-4%	-$8.84K	﹤0.01%	1058
2025 Q4	$216K	Buy	+2,022	New	+$201K	﹤0.01%	988
2025 Q3	–	Sell	-3,906	Closed	-$347K	–	1193
2025 Q2	$347K	Sell	3,906 -108	-3%	-$8.75K	﹤0.01%	954
2025 Q1	$336K	Buy	4,014 +1,652	+70%	+$147K	﹤0.01%	943
2024 Q4	$206K	Sell	2,362 -864	-27%	-$84.4K	﹤0.01%	1077
2024 Q3	$294K	Sell	3,226 -875	-21%	-$73K	﹤0.01%	1014
2024 Q2	$305K	Sell	4,101 -98	-2%	-$7K	﹤0.01%	975
2024 Q1	$278K	Sell	4,199 -929	-18%	-$50.4K	﹤0.01%	974
2023 Q4	$263K	Buy	+5,128	New	+$226K	﹤0.01%	1028
2023 Q3	–	Sell	-9,364	Closed	-$287K	–	1147
2023 Q2	$287K	Buy	9,364 +5	+0.1%	+$161	﹤0.01%	981
2023 Q1	$350K	Sell	9,359 -2,314	-20%	-$95K	0.01%	933
2022 Q4	$406K	Sell	11,673 -541	-4%	-$18.8K	0.01%	904
2022 Q3	$339K	Buy	12,214 +263	+2%	+$7.77K	0.01%	924
2022 Q2	$320K	Sell	11,951 -2,535	-17%	-$92.4K	0.01%	966
2022 Q1	$641K	Sell	14,486 -1,207	-8%	-$50.3K	0.01%	862
2021 Q4	$656K	Buy	15,693 +1,340	+9%	+$43.9K	0.01%	894
2021 Q3	$374K	Buy	+14,353	New	+$390K	0.01%	999