Wellington Shields & Co’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	$1.26M	Sell	11,927 -236	-2%	-$26.4K	0.32%	72
2025 Q4	$1.3M	Sell	12,163 -212	-2%	-$21.1K	0.32%	71
2025 Q3	$1.25M	Hold	12,375	–	–	0.33%	73
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%	-$977	0.33%	72
2024 Q3	$1.13M	Buy	12,385 +1	+0%	+$83	0.34%	75
2024 Q2	$920K	Sell	12,384 -27	-0.2%	-$1.93K	0.3%	84
2024 Q1	$821K	Hold	12,411	–	–	0.28%	88
2023 Q4	$635K	Sell	12,411 -233	-2%	-$10.3K	0.23%	95
2023 Q3	$483K	Buy	12,644 +33	+0.3%	+$1.15K	0.12%	120
2023 Q2	$386K	Sell	12,611 -925	-7%	-$29.8K	0.09%	134
2023 Q1	$506K	Buy	13,536 +1,609	+13%	+$66.1K	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%	+$40.7K	0.15%	129
2022 Q2	$303K	Buy	11,314 +3,037	+37%	+$111K	0.07%	148
2022 Q1	$366K	Buy	+8,277	New	+$345K	0.12%	141