Summit Global Investments’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	$1.3M	Buy	12,280 +155	+1%	+$17.3K	0.08%	138
2025 Q4	$1.29M	Sell	12,125 -1,041	-8%	-$104K	0.08%	144
2025 Q3	$1.33M	Sell	13,166 -1,478	-10%	-$138K	0.08%	136
2025 Q2	$1.3M	Buy	14,644 +1,039	+8%	+$84.2K	0.08%	148
2025 Q1	$1.14M	Buy	13,605 +1,645	+14%	+$146K	0.08%	148
2024 Q4	$1.04M	Buy	11,960 +4,123	+53%	+$403K	0.07%	206
2024 Q3	$715K	Sell	7,837 -4,629	-37%	-$386K	0.05%	310
2024 Q2	$926K	Sell	12,466 -1,818	-13%	-$130K	0.06%	257
2024 Q1	$945K	Buy	14,284 +2,590	+22%	+$141K	0.07%	222
2023 Q4	$599K	Buy	11,694 +2,100	+22%	+$92.4K	0.04%	315
2023 Q3	$367K	Buy	+9,594	New	+$335K	0.02%	394