Poehling Capital 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	$4.93M	Sell	46,610 -694	-1%	-$77.6K	1.04%	30
2025 Q4	$5.04M	Sell	47,304 -2,271	-5%	-$226K	1.03%	31
2025 Q3	$5.02M	Sell	49,575 -1,220	-2%	-$114K	1.05%	30
2025 Q2	$4.51M	Sell	50,795 -111	-0.2%	-$8.99K	1.05%	29
2025 Q1	$4.26M	Sell	50,906 -59	-0.1%	-$5.24K	1.08%	27
2024 Q4	$4.44M	Sell	50,965 -1,547	-3%	-$151K	1.09%	26
2024 Q3	$4.79M	Sell	52,512 -2,475	-5%	-$206K	1.23%	23
2024 Q2	$4.08M	Sell	54,987 -253	-0.5%	-$18.1K	1.12%	26
2024 Q1	$3.65M	Sell	55,240 -173	-0.3%	-$9.39K	0.98%	31
2023 Q4	$2.84M	Sell	55,413 -565	-1%	-$24.9K	0.9%	37
2023 Q3	$2.14M	Buy	55,978 +259	+0.5%	+$9.05K	0.75%	41
2023 Q2	$1.71M	Sell	55,719 -1,290	-2%	-$41.6K	0.58%	53
2023 Q1	$2.13M	Buy	57,009 +1,091	+2%	+$44.8K	0.72%	45
2022 Q4	$1.95M	Buy	55,918 +32,781	+142%	+$1.14M	0.73%	45
2022 Q3	$642K	Sell	23,137 -5,170	-18%	-$153K	0.27%	70
2022 Q2	$757K	Buy	28,307 +2,321	+9%	+$84.6K	0.28%	66
2022 Q1	$1.15M	Buy	+25,986	New	+$1.08M	0.36%	70