Bogart Wealth LLC’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 | $261K | Hold |
1,450
| – | – | 0.01% | 204 |
|
|
2025
Q1 | $265K | Hold |
1,450
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $254K | Hold |
1,450
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $256K | Hold |
1,450
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $241K | Sell |
1,450
-39
| -3% | -$6.48K | 0.01% | 196 |
|
|
2024
Q1 | $259K | Hold |
1,489
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $243K | Buy |
1,489
+1
| +0.1% | +$163 | 0.01% | 190 |
|
|
2023
Q3 | $225K | Hold |
1,488
| – | – | 0.01% | 188 |
|
|
2023
Q2 | $249K | Sell |
1,488
-9
| -0.6% | -$1.51K | 0.02% | 182 |
|
|
2023
Q1 | $226K | Buy |
1,497
+47
| +3% | +$7.08K | 0.02% | 173 |
|
|
2022
Q4 | $255K | Sell |
1,450
-34
| -2% | -$5.97K | 0.02% | 165 |
|
|
2022
Q3 | $270K | Buy |
1,484
+34
| +2% | +$6.19K | 0.02% | 156 |
|
|
2022
Q2 | $261K | Buy |
+1,450
| New | +$261K | 0.02% | 150 |
|