Wellington Shields & Co’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 | $1.1M | Hold |
12,375
| – | – | 0.31% | 74 |
|
|
2025
Q1 | $1.04M | Hold |
12,375
| – | – | 0.32% | 74 |
|
|
2024
Q4 | $1.08M | Sell |
12,375
-10
| -0.1% | -$871 | 0.33% | 72 |
|
|
2024
Q3 | $1.13M | Buy |
12,385
+1
| +0% | +$91 | 0.34% | 75 |
|
|
2024
Q2 | $920K | Sell |
12,384
-27
| -0.2% | -$2.01K | 0.3% | 84 |
|
|
2024
Q1 | $821K | Hold |
12,411
| – | – | 0.28% | 88 |
|
|
2023
Q4 | $635K | Sell |
12,411
-233
| -2% | -$11.9K | 0.23% | 95 |
|
|
2023
Q3 | $483K | Buy |
12,644
+33
| +0.3% | +$1.26K | 0.12% | 120 |
|
|
2023
Q2 | $386K | Sell |
12,611
-925
| -7% | -$28.3K | 0.09% | 134 |
|
|
2023
Q1 | $506K | Buy |
13,536
+1,609
| +13% | +$60.2K | 0.11% | 118 |
|
|
2022
Q4 | $415K | Sell |
11,927
-765
| -6% | -$26.6K | 0.09% | 128 |
|
|
2022
Q3 | $352K | Buy |
12,692
+1,378
| +12% | +$38.2K | 0.15% | 129 |
|
|
2022
Q2 | $303K | Buy |
11,314
+3,037
| +37% | +$81.3K | 0.07% | 148 |
|
|
2022
Q1 | $366K | Buy |
+8,277
| New | +$366K | 0.12% | 141 |
|