Wellington Shields 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	$12.5K	Hold	118	–	–	﹤0.01%	317
2025 Q4	$12.6K	Hold	118	–	–	﹤0.01%	309
2025 Q3	$11.9K	Hold	118	–	–	﹤0.01%	329
2025 Q2	$10.5K	Sell	118 -20	-14%	-$1.62K	﹤0.01%	315
2025 Q1	$11.6K	Hold	138	–	–	﹤0.01%	307
2024 Q4	$12K	Hold	138	–	–	﹤0.01%	301
2024 Q3	$12.6K	Hold	138	–	–	﹤0.01%	307
2024 Q2	$10.2K	Hold	138	–	–	﹤0.01%	301
2024 Q1	$9.13K	Hold	138	–	–	﹤0.01%	296
2023 Q4	$7.07K	Hold	138	–	–	﹤0.01%	294
2023 Q3	$5.27K	Hold	138	–	–	﹤0.01%	298
2023 Q2	$4.22K	Hold	138	–	–	﹤0.01%	304
2023 Q1	$5.16K	Hold	138	–	–	﹤0.01%	313
2022 Q4	$4.8K	Buy	138 +8	+6%	+$278	﹤0.01%	306
2022 Q3	$4K	Buy	+130	New	+$3.84K	﹤0.01%	297