Patriot Financial Group Insurance Agency’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 | $442K | Buy |
4,981
+1,087
| +28% | +$96.5K | 0.05% | 336 |
|
|
2025
Q1 | $326K | Buy |
3,894
+535
| +16% | +$44.8K | 0.04% | 370 |
|
|
2024
Q4 | $293K | Sell |
3,359
-2,732
| -45% | -$238K | 0.04% | 374 |
|
|
2024
Q3 | $556K | Sell |
6,091
-1,635
| -21% | -$149K | 0.07% | 278 |
|
|
2024
Q2 | $574K | Sell |
7,726
-1,537
| -17% | -$114K | 0.08% | 252 |
|
|
2024
Q1 | $613K | Sell |
9,263
-436
| -4% | -$28.8K | 0.1% | 229 |
|
|
2023
Q4 | $497K | Buy |
9,699
+462
| +5% | +$23.7K | 0.09% | 247 |
|
|
2023
Q3 | $353K | Buy |
9,237
+429
| +5% | +$16.4K | 0.07% | 300 |
|
|
2023
Q2 | $270K | Buy |
+8,808
| New | +$270K | 0.05% | 360 |
|
|
2022
Q4 | – | Sell |
-15,089
| Closed | -$419K | – | 437 |
|
|
2022
Q3 | $419K | Sell |
15,089
-770
| -5% | -$21.4K | 0.1% | 219 |
|
|
2022
Q2 | $424K | Buy |
15,859
+4,122
| +35% | +$110K | 0.09% | 227 |
|
|
2022
Q1 | $519K | Buy |
11,737
+3,320
| +39% | +$147K | 0.09% | 229 |
|
|
2021
Q4 | $352K | Buy |
8,417
+7,484
| +802% | +$313K | 0.06% | 311 |
|
|
2021
Q3 | $24K | Buy |
+933
| New | +$24K | ﹤0.01% | 1137 |
|