O'Shaughnessy Asset 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 | $5.51M | Sell |
62,076
-9,552
| -13% | -$848K | 0.04% | 442 |
|
|
2025
Q1 | $6M | Sell |
71,628
-7,629
| -10% | -$639K | 0.05% | 379 |
|
|
2024
Q4 | $6.9M | Sell |
79,257
-9,743
| -11% | -$848K | 0.06% | 331 |
|
|
2024
Q3 | $8.86M | Buy |
89,000
+17,440
| +24% | +$1.74M | 0.08% | 273 |
|
|
2024
Q2 | $5.31M | Buy |
71,560
+10,421
| +17% | +$774K | 0.05% | 351 |
|
|
2024
Q1 | $4.04M | Buy |
61,139
+14,848
| +32% | +$982K | 0.04% | 400 |
|
|
2023
Q4 | $2.37M | Buy |
46,291
+9,434
| +26% | +$483K | 0.03% | 482 |
|
|
2023
Q3 | $1.41M | Buy |
36,857
+21,017
| +133% | +$803K | 0.02% | 580 |
|
|
2023
Q2 | $485K | Sell |
15,840
-17,651
| -53% | -$540K | 0.01% | 895 |
|
|
2023
Q1 | $1.25M | Buy |
33,491
+20,363
| +155% | +$762K | 0.02% | 586 |
|
|
2022
Q4 | $457K | Buy |
+13,128
| New | +$457K | 0.01% | 825 |
|
|
2021
Q4 | – | Sell |
-365
| Closed | -$9K | – | 1868 |
|
|
2021
Q3 | $9K | Buy |
+365
| New | +$9K | ﹤0.01% | 2189 |
|