Poehling Capital 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 | $4.51M | Sell |
50,795
-111
| -0.2% | -$9.86K | 1.05% | 29 |
|
2025
Q1 | $4.26M | Sell |
50,906
-59
| -0.1% | -$4.94K | 1.08% | 27 |
|
2024
Q4 | $4.44M | Sell |
50,965
-1,547
| -3% | -$135K | 1.09% | 26 |
|
2024
Q3 | $4.79M | Sell |
52,512
-2,475
| -5% | -$226K | 1.23% | 23 |
|
2024
Q2 | $4.08M | Sell |
54,987
-253
| -0.5% | -$18.8K | 1.12% | 26 |
|
2024
Q1 | $3.65M | Sell |
55,240
-173
| -0.3% | -$11.4K | 0.98% | 31 |
|
2023
Q4 | $2.84M | Sell |
55,413
-565
| -1% | -$28.9K | 0.9% | 37 |
|
2023
Q3 | $2.14M | Buy |
55,978
+259
| +0.5% | +$9.9K | 0.75% | 41 |
|
2023
Q2 | $1.71M | Sell |
55,719
-1,290
| -2% | -$39.5K | 0.58% | 53 |
|
2023
Q1 | $2.13M | Buy |
57,009
+1,091
| +2% | +$40.8K | 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% | -$143K | 0.27% | 70 |
|
2022
Q2 | $757K | Buy |
28,307
+2,321
| +9% | +$62.1K | 0.28% | 66 |
|
2022
Q1 | $1.15M | Buy |
+25,986
| New | +$1.15M | 0.36% | 70 |
|