AO
Advisor OS’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
2,226
-75
| -3% | -$13.5K | 0.04% | 291 |
|
|
2025
Q1 | $420K | Sell |
2,301
-139
| -6% | -$25.4K | 0.05% | 257 |
|
|
2024
Q4 | $428K | Sell |
2,440
-2,114
| -46% | -$371K | 0.05% | 251 |
|
|
2024
Q3 | $804K | Sell |
4,554
-2,070
| -31% | -$365K | 0.08% | 183 |
|
|
2024
Q2 | $1.1M | Buy |
6,624
+65
| +1% | +$10.8K | 0.12% | 152 |
|
|
2024
Q1 | $1.14M | Buy |
6,559
+548
| +9% | +$95.2K | 0.13% | 143 |
|
|
2023
Q4 | $982K | Sell |
6,011
-268
| -4% | -$43.8K | 0.13% | 143 |
|
|
2023
Q3 | $949K | Buy |
6,279
+319
| +5% | +$48.2K | 0.14% | 137 |
|
|
2023
Q2 | $997K | Buy |
5,960
+118
| +2% | +$19.7K | 0.16% | 124 |
|
|
2023
Q1 | $881K | Buy |
5,842
+1,939
| +50% | +$292K | 0.21% | 117 |
|
|
2022
Q4 | $685K | Sell |
3,903
-83
| -2% | -$14.6K | 0.18% | 127 |
|
|
2022
Q3 | $727K | Buy |
3,986
+196
| +5% | +$35.7K | 0.22% | 93 |
|
|
2022
Q2 | $682K | Buy |
3,790
+434
| +13% | +$78.1K | 0.2% | 114 |
|
|
2022
Q1 | $660K | Buy |
3,356
+37
| +1% | +$7.28K | 0.19% | 118 |
|
|
2021
Q4 | $554K | Buy |
3,319
+545
| +20% | +$91K | 0.11% | 157 |
|
|
2021
Q3 | $454K | Buy |
2,774
+338
| +14% | +$55.3K | 0.1% | 159 |
|
|
2021
Q2 | $398K | Buy |
2,436
+679
| +39% | +$111K | 0.08% | 161 |
|
|
2021
Q1 | $267K | Buy |
+1,757
| New | +$267K | 0.06% | 170 |
|