O'Shaughnessy 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	$5.11M	Buy	48,328 +3,700	+8%	+$414K	0.03%	518
2025 Q4	$4.76M	Sell	44,628 -1,570	-3%	-$156K	0.03%	527
2025 Q3	$4.68M	Sell	46,198 -15,878	-26%	-$1.48M	0.03%	545
2025 Q2	$5.51M	Sell	62,076 -9,552	-13%	-$774K	0.04%	442
2025 Q1	$6M	Sell	71,628 -7,629	-10%	-$677K	0.05%	379
2024 Q4	$6.9M	Sell	79,257 -9,743	-11%	-$951K	0.06%	331
2024 Q3	$8.86M	Buy	89,000 +17,440	+24%	+$1.45M	0.08%	273
2024 Q2	$5.31M	Buy	71,560 +10,421	+17%	+$745K	0.05%	351
2024 Q1	$4.04M	Buy	61,139 +14,848	+32%	+$806K	0.04%	400
2023 Q4	$2.37M	Buy	46,291 +9,434	+26%	+$415K	0.03%	482
2023 Q3	$1.41M	Buy	36,857 +21,017	+133%	+$734K	0.02%	580
2023 Q2	$485K	Sell	15,840 -17,651	-53%	-$569K	0.01%	895
2023 Q1	$1.25M	Buy	33,491 +20,363	+155%	+$836K	0.02%	586
2022 Q4	$457K	Buy	+13,128	New	+$456K	0.01%	825
2021 Q4	–	Sell	-365	Closed	-$9K	–	1868
2021 Q3	$9K	Buy	+365	New	+$9.93K	﹤0.01%	2189