B. Riley Wealth Advisors’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 | $382K | Buy |
+2,119
| New | +$382K | 0.02% | 607 |
|
|
2024
Q4 | $856K | Sell |
4,881
-122
| -2% | -$21.4K | 0.03% | 505 |
|
|
2024
Q3 | $894K | Sell |
5,003
-60
| -1% | -$10.7K | 0.02% | 529 |
|
|
2024
Q2 | $841K | Sell |
5,063
-3,394
| -40% | -$564K | 0.02% | 600 |
|
|
2024
Q1 | $1.28M | Buy |
8,457
+2,337
| +38% | +$353K | 0.03% | 459 |
|
|
2023
Q4 | $1M | Sell |
6,120
-2,337
| -28% | -$382K | 0.03% | 527 |
|
|
2023
Q3 | $1.28M | Buy |
8,457
+825
| +11% | +$125K | 0.03% | 459 |
|
|
2023
Q2 | $1.28M | Sell |
7,632
-263
| -3% | -$44K | 0.03% | 491 |
|
|
2023
Q1 | $1.19M | Buy |
7,895
+700
| +10% | +$106K | 0.03% | 489 |
|
|
2022
Q4 | $1.26M | Sell |
7,195
-215
| -3% | -$37.7K | 0.04% | 459 |
|
|
2022
Q3 | $1.35M | Buy |
7,410
+3,385
| +84% | +$618K | 0.04% | 414 |
|
|
2022
Q2 | $725K | Sell |
4,025
-127
| -3% | -$22.9K | 0.03% | 513 |
|
|
2022
Q1 | $819K | Buy |
4,152
+2,383
| +135% | +$470K | 0.03% | 547 |
|
|
2021
Q4 | $296K | Buy |
1,769
+221
| +14% | +$37K | 0.01% | 1082 |
|
|
2021
Q3 | $254K | Buy |
1,548
+119
| +8% | +$19.5K | 0.01% | 1134 |
|
|
2021
Q2 | $234K | Buy |
+1,429
| New | +$234K | 0.01% | 1149 |
|
|
2019
Q3 | – | Sell |
-3,281
| Closed | -$440K | – | 834 |
|
|
2019
Q2 | $440K | Sell |
3,281
-39
| -1% | -$5.23K | 0.05% | 422 |
|
|
2019
Q1 | $462K | Sell |
3,320
-310
| -9% | -$43.1K | 0.06% | 364 |
|
|
2018
Q4 | $461K | Sell |
3,630
-92
| -2% | -$11.7K | 0.07% | 323 |
|
|
2018
Q3 | $598K | Sell |
3,722
-72
| -2% | -$11.6K | 0.07% | 305 |
|
|
2018
Q2 | $495K | Buy |
3,794
+39
| +1% | +$5.09K | 0.07% | 327 |
|
|
2018
Q1 | $456K | Sell |
3,755
-145
| -4% | -$17.6K | 0.06% | 335 |
|
|
2017
Q4 | $458K | Sell |
3,900
-61
| -2% | -$7.16K | 0.06% | 332 |
|
|
2017
Q3 | $409K | Sell |
3,961
-25
| -0.6% | -$2.58K | 0.07% | 307 |
|
|
2017
Q2 | $416K | Sell |
3,986
-181
| -4% | -$18.9K | 0.08% | 287 |
|
|
2017
Q1 | $389K | Sell |
4,167
-134
| -3% | -$12.5K | 0.08% | 281 |
|
|
2016
Q4 | $384K | Buy |
4,301
+72
| +2% | +$6.43K | 0.08% | 290 |
|
|
2016
Q3 | $363K | Sell |
4,229
-175
| -4% | -$15K | 0.07% | 347 |
|
|
2016
Q2 | $386K | Sell |
4,404
-163
| -4% | -$14.3K | 0.08% | 321 |
|
|
2016
Q1 | $387K | Sell |
4,567
-1,053
| -19% | -$89.2K | 0.09% | 280 |
|
|
2015
Q4 | $440K | Buy |
5,620
+317
| +6% | +$24.8K | 0.09% | 277 |
|
|
2015
Q3 | $371K | Sell |
5,303
-54
| -1% | -$3.78K | 0.09% | 293 |
|
|
2015
Q2 | $348K | Buy |
5,357
+1,225
| +30% | +$79.6K | 0.09% | 295 |
|
|
2015
Q1 | $289K | Sell |
4,132
-140
| -3% | -$9.79K | 0.07% | 364 |
|
|
2014
Q4 | $265 | Buy |
4,272
+44
| +1% | +$3 | 0.01% | 1200 |
|
|
2014
Q3 | $235K | Sell |
4,228
-4,170
| -50% | -$232K | 0.06% | 450 |
|
|
2014
Q2 | $249K | Buy |
8,398
+4,204
| +100% | +$125K | 0.06% | 378 |
|
|
2014
Q1 | $234K | Buy |
+4,194
| New | +$234K | 0.07% | 332 |
|