Beaumont Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,478
| Closed | -$245K | – | 366 |
|
2024
Q2 | $245K | Hold |
1,478
| – | – | 0.02% | 308 |
|
2024
Q1 | $257K | Hold |
1,478
| – | – | 0.02% | 303 |
|
2023
Q4 | $242K | Buy |
1,478
+4
| +0.3% | +$654 | 0.02% | 297 |
|
2023
Q3 | $223K | Sell |
1,474
-15
| -1% | -$2.27K | 0.02% | 296 |
|
2023
Q2 | $249K | Buy |
1,489
+15
| +1% | +$2.51K | 0.02% | 295 |
|
2023
Q1 | $222K | Sell |
1,474
-3
| -0.2% | -$452 | 0.02% | 291 |
|
2022
Q4 | $259K | Buy |
1,477
+3
| +0.2% | +$527 | 0.03% | 274 |
|
2022
Q3 | $269K | Hold |
1,474
| – | – | 0.03% | 259 |
|
2022
Q2 | $265K | Hold |
1,474
| – | – | 0.02% | 264 |
|
2022
Q1 | $291K | Hold |
1,474
| – | – | 0.02% | 283 |
|
2021
Q4 | $246K | Hold |
1,474
| – | – | 0.02% | 314 |
|
2021
Q3 | $244K | Sell |
1,474
-90
| -6% | -$14.9K | 0.02% | 307 |
|
2021
Q2 | $258K | Hold |
1,564
| – | – | 0.02% | 317 |
|
2021
Q1 | $237K | Hold |
1,564
| – | – | 0.02% | 309 |
|
2020
Q4 | $253K | Buy |
+1,564
| New | +$253K | 0.02% | 294 |
|