Carson Wealth (CWM 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 | $302K | Sell |
1,675
-184
| -10% | -$33.2K | ﹤0.01% | 1862 |
|
|
2025
Q1 | $340K | Buy |
1,859
+1
| +0.1% | +$183 | ﹤0.01% | 1607 |
|
|
2024
Q4 | $326K | Buy |
1,858
+55
| +3% | +$9.65K | ﹤0.01% | 1544 |
|
|
2024
Q3 | $318K | Buy |
1,803
+132
| +8% | +$23.3K | ﹤0.01% | 1506 |
|
|
2024
Q2 | $277K | Buy |
1,671
+9
| +0.5% | +$1.49K | ﹤0.01% | 1428 |
|
|
2024
Q1 | $289K | Buy |
1,662
+7
| +0.4% | +$1.22K | ﹤0.01% | 1347 |
|
|
2023
Q4 | $270K | Sell |
1,655
-290
| -15% | -$47.3K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $294K | Buy |
1,945
+141
| +8% | +$21.3K | ﹤0.01% | 1158 |
|
|
2023
Q2 | $302K | Buy |
1,804
+424
| +31% | +$71K | ﹤0.01% | 1102 |
|
|
2023
Q1 | $208K | Buy |
1,380
+1
| +0.1% | +$151 | ﹤0.01% | 1183 |
|
|
2022
Q4 | $242K | Sell |
1,379
-408
| -23% | -$71.6K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $326K | Buy |
1,787
+317
| +22% | +$57.8K | ﹤0.01% | 881 |
|
|
2022
Q2 | $265K | Buy |
1,470
+261
| +22% | +$47.1K | ﹤0.01% | 935 |
|
|
2022
Q1 | $238K | Buy |
1,209
+205
| +20% | +$40.4K | ﹤0.01% | 968 |
|
|
2021
Q4 | $168K | Buy |
+1,004
| New | +$168K | ﹤0.01% | 1095 |
|
|
2021
Q2 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2021
Q1 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2020
Q4 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2020
Q3 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2020
Q2 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2020
Q1 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2019
Q4 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2019
Q3 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2019
Q2 | $170K | Hold |
1,038
| – | – | ﹤0.01% | 956 |
|
|
2019
Q1 | $170K | Buy |
1,038
+796
| +329% | +$130K | ﹤0.01% | 956 |
|
|
2018
Q4 | $31K | Buy |
242
+73
| +43% | +$9.35K | ﹤0.01% | 1005 |
|
|
2018
Q3 | $27K | Sell |
169
-112
| -40% | -$17.9K | ﹤0.01% | 884 |
|
|
2018
Q2 | $37K | Hold |
281
| – | – | ﹤0.01% | 700 |
|
|
2018
Q1 | $34K | Sell |
281
-192
| -41% | -$23.2K | ﹤0.01% | 616 |
|
|
2017
Q4 | $55K | Sell |
473
-1,077
| -69% | -$125K | ﹤0.01% | 516 |
|
|
2017
Q3 | $159K | Sell |
1,550
-248,528
| -99% | -$25.5M | 0.01% | 352 |
|
|
2017
Q2 | $26M | Buy |
250,078
+70
| +0% | +$7.27K | 1.33% | 23 |
|
|
2017
Q1 | $23.3M | Buy |
250,008
+32,503
| +15% | +$3.03M | 1.32% | 20 |
|
|
2016
Q4 | $19.3M | Buy |
217,505
+26,221
| +14% | +$2.33M | 1.18% | 30 |
|
|
2016
Q3 | $16.4M | Buy |
191,284
+31,099
| +19% | +$2.66M | 1.13% | 26 |
|
|
2016
Q2 | $14M | Buy |
160,185
+31,382
| +24% | +$2.74M | 1.02% | 29 |
|
|
2016
Q1 | $10.9M | Sell |
128,803
-24,697
| -16% | -$2.09M | 0.96% | 33 |
|
|
2015
Q4 | $12M | Buy |
153,500
+15,917
| +12% | +$1.24M | 1.17% | 22 |
|
|
2015
Q3 | $9.58M | Buy |
137,583
+18,835
| +16% | +$1.31M | 0.96% | 34 |
|
|
2015
Q2 | $7.68M | Buy |
118,748
+19,011
| +19% | +$1.23M | 0.74% | 53 |
|
|
2015
Q1 | $6.97M | Buy |
99,737
+32,496
| +48% | +$2.27M | 0.71% | 50 |
|
|
2014
Q4 | $4.18M | Buy |
67,241
+46,675
| +227% | +$2.9M | 0.51% | 67 |
|
|
2014
Q3 | $1.15M | Buy |
20,566
+16,238
| +375% | +$904K | 0.17% | 120 |
|
|
2014
Q2 | $257K | Buy |
+4,328
| New | +$257K | 0.05% | 152 |
|