Vise Technologies’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	$752K	Hold	7,051	–	–	0.01%	687
2025 Q4	$752K	Buy	7,051 +2,647	+60%	+$263K	0.01%	692
2025 Q3	$446K	Sell	4,404 -530	-11%	-$49.5K	0.02%	714
2025 Q2	$438K	Buy	+4,934	New	+$400K	0.02%	693
2024 Q4	$464K	Sell	5,323 -425	-7%	-$41.5K	0.04%	460
2024 Q3	$524K	Sell	5,748 -3,621	-39%	-$302K	0.07%	284
2024 Q2	$696K	Sell	9,369 -2,940	-24%	-$210K	0.12%	169
2024 Q1	$814K	Sell	12,309 -2,503	-17%	-$136K	0.16%	136
2023 Q4	$758K	Buy	14,812 +2,669	+22%	+$117K	0.16%	135
2023 Q3	$464K	Sell	12,143 -3,271	-21%	-$114K	0.11%	180
2023 Q2	$472K	Buy	15,414 +2,639	+21%	+$85K	0.11%	181
2023 Q1	$478K	Buy	12,775 +2,691	+27%	+$110K	0.13%	173
2022 Q4	$351K	Buy	+10,084	New	+$350K	0.11%	203