Avantax Advisory Services’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 | $915K | Sell |
5,081
-88
| -2% | -$15.9K | 0.01% | 1218 |
|
|
2025
Q1 | $944K | Buy |
5,169
+228
| +5% | +$41.6K | 0.01% | 1124 |
|
|
2024
Q4 | $866K | Sell |
4,941
-21
| -0.4% | -$3.68K | 0.01% | 1108 |
|
|
2024
Q3 | $876K | Buy |
4,962
+190
| +4% | +$33.5K | 0.01% | 1101 |
|
|
2024
Q2 | $792K | Buy |
+4,772
| New | +$792K | 0.01% | 1107 |
|
|
2023
Q4 | – | Sell |
-8,159
| Closed | -$1.23M | – | 1629 |
|
|
2023
Q3 | $1.23M | Buy |
8,159
+1,119
| +16% | +$169K | 0.01% | 606 |
|
|
2023
Q2 | $1.18M | Buy |
7,040
+1,098
| +18% | +$184K | 0.01% | 627 |
|
|
2023
Q1 | $896K | Buy |
5,942
+3,064
| +106% | +$462K | 0.01% | 691 |
|
|
2022
Q4 | $505K | Buy |
+2,878
| New | +$505K | 0.01% | 859 |
|
|
2020
Q4 | – | Sell |
-2,024
| Closed | -$327K | – | 1152 |
|
|
2020
Q3 | $327K | Buy |
+2,024
| New | +$327K | 0.01% | 984 |
|