AE Wealth Management’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
1,475
+287
| +24% | +$51.7K | ﹤0.01% | 1163 |
|
|
2025
Q1 | $217K | Hold |
1,188
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q4 | $208K | Buy |
1,188
+27
| +2% | +$4.73K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $205K | Buy |
+1,161
| New | +$205K | ﹤0.01% | 1178 |
|
|
2024
Q1 | – | Sell |
-5,882
| Closed | -$997K | – | 1590 |
|
|
2023
Q4 | $997K | Buy |
5,882
+170
| +3% | +$28.8K | 0.01% | 1154 |
|
|
2023
Q3 | $863K | Sell |
5,712
-267
| -4% | -$40.4K | 0.01% | 1155 |
|
|
2023
Q2 | $1M | Buy |
5,979
+1,096
| +22% | +$183K | 0.01% | 1089 |
|
|
2023
Q1 | $736K | Sell |
4,883
-1,997
| -29% | -$301K | ﹤0.01% | 1169 |
|
|
2022
Q4 | $1.21M | Buy |
6,880
+383
| +6% | +$67.2K | 0.01% | 915 |
|
|
2022
Q3 | $1.18M | Buy |
6,497
+242
| +4% | +$44.1K | 0.01% | 881 |
|
|
2022
Q2 | $1.13M | Buy |
6,255
+284
| +5% | +$51.1K | 0.01% | 846 |
|
|
2022
Q1 | $1.18M | Buy |
5,971
+384
| +7% | +$75.7K | 0.01% | 866 |
|
|
2021
Q4 | $933K | Buy |
5,587
+3,437
| +160% | +$574K | 0.01% | 948 |
|
|
2021
Q3 | $353K | Buy |
2,150
+160
| +8% | +$26.3K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $325K | Sell |
1,990
-1,040
| -34% | -$170K | ﹤0.01% | 1309 |
|
|
2021
Q1 | $460K | Sell |
3,030
-922
| -23% | -$140K | ﹤0.01% | 1057 |
|
|
2020
Q4 | $640K | Buy |
3,952
+487
| +14% | +$78.9K | 0.01% | 874 |
|
|
2020
Q3 | $563K | Buy |
3,465
+180
| +5% | +$29.2K | 0.01% | 841 |
|
|
2020
Q2 | $605K | Sell |
3,285
-84
| -2% | -$15.5K | 0.01% | 789 |
|
|
2020
Q1 | $523K | Buy |
3,369
+409
| +14% | +$63.5K | 0.01% | 662 |
|
|
2019
Q4 | $431K | Buy |
2,960
+344
| +13% | +$50.1K | 0.01% | 781 |
|
|
2019
Q3 | $382K | Buy |
2,616
+457
| +21% | +$66.7K | 0.01% | 692 |
|
|
2019
Q2 | $289K | Buy |
+2,159
| New | +$289K | 0.01% | 764 |
|