SAM
Soviero Asset Management’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-260,000
| Closed | -$9.05M | – | 48 |
|
|
2022
Q4 | $9.05M | Sell |
260,000
-70,000
| -21% | -$2.44M | 5.37% | 4 |
|
|
2022
Q3 | $8.83M | Hold |
330,000
| – | – | 3.27% | 15 |
|
|
2022
Q2 | $8.83M | Buy |
330,000
+50,000
| +18% | +$1.34M | 3.27% | 15 |
|
|
2022
Q1 | $12.4M | Buy |
+280,000
| New | +$12.4M | 3.04% | 13 |
|