B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $605 | Buy |
3,362
+243
| +8% | +$44 | ﹤0.01% | 374 |
|
|
2022
Q1 | $615K | Buy |
3,119
+17
| +0.5% | +$3.35K | 0.05% | 294 |
|
|
2021
Q4 | $518K | Buy |
3,102
+63
| +2% | +$10.5K | 0.04% | 344 |
|
|
2021
Q3 | $499K | Buy |
+3,039
| New | +$499K | 0.04% | 337 |
|
|
2020
Q3 | – | Sell |
-2,361
| Closed | -$434K | – | 479 |
|
|
2020
Q2 | $434K | Buy |
+2,361
| New | +$434K | 0.05% | 241 |
|
|
2020
Q1 | – | Sell |
-2,734
| Closed | -$399K | – | 543 |
|
|
2019
Q4 | $399K | Hold |
2,734
| – | – | 0.06% | 242 |
|
|
2019
Q3 | $399K | Hold |
2,734
| – | – | 0.07% | 233 |
|
|
2019
Q2 | $366 | Sell |
2,734
-754
| -22% | -$101 | 0.06% | 253 |
|
|
2019
Q1 | $484K | Sell |
3,488
-51
| -1% | -$7.08K | 0.08% | 208 |
|
|
2018
Q4 | $448K | Buy |
3,539
+65
| +2% | +$8.23K | 0.09% | 191 |
|
|
2018
Q3 | $556K | Buy |
+3,474
| New | +$556K | 0.14% | 140 |
|
|
2016
Q1 | $409K | Sell |
4,847
-219
| -4% | -$18.5K | 0.61% | 53 |
|
|
2015
Q4 | $395K | Sell |
5,066
-27
| -0.5% | -$2.11K | 0.5% | 67 |
|
|
2015
Q3 | $354K | Sell |
5,093
-27
| -0.5% | -$1.88K | 0.5% | 68 |
|
|
2015
Q2 | $331K | Hold |
5,120
| – | – | 0.26% | 109 |
|
|
2015
Q1 | $357K | Hold |
5,120
| – | – | 0.27% | 107 |
|
|
2014
Q4 | $318K | Sell |
5,120
-624
| -11% | -$38.8K | 0.26% | 101 |
|
|
2014
Q3 | $319K | Sell |
5,744
-6
| -0.1% | -$333 | 0.24% | 121 |
|
|
2014
Q2 | $341K | Buy |
5,750
+688
| +14% | +$40.8K | 0.22% | 129 |
|
|
2014
Q1 | $282K | Buy |
+5,062
| New | +$282K | 0.21% | 132 |
|