Cary Street Partners Investment Advisory’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 | $304K | Buy |
1,686
+28
| +2% | +$5.04K | 0.15% | 159 |
|
2025
Q1 | $303K | Sell |
1,658
-26
| -2% | -$4.75K | 0.17% | 147 |
|
2024
Q4 | $295K | Sell |
1,684
-309
| -16% | -$54.2K | 0.19% | 129 |
|
2024
Q3 | $352K | Buy |
1,993
+62
| +3% | +$10.9K | 0.01% | 584 |
|
2024
Q2 | $321K | Sell |
1,931
-509
| -21% | -$84.5K | 0.01% | 577 |
|
2024
Q1 | $424K | Sell |
2,440
-32
| -1% | -$5.56K | 0.02% | 490 |
|
2023
Q4 | $404K | Buy |
2,472
+1,681
| +213% | +$275K | 0.02% | 464 |
|
2023
Q3 | $120K | Hold |
791
| – | – | 0.01% | 663 |
|
2023
Q2 | $132K | Sell |
791
-187
| -19% | -$31.3K | 0.01% | 613 |
|
2023
Q1 | $147K | Sell |
978
-109
| -10% | -$16.4K | 0.01% | 532 |
|
2022
Q4 | $191K | Buy |
+1,087
| New | +$191K | 0.01% | 478 |
|
2022
Q3 | – | Sell |
-804
| Closed | -$145K | – | 535 |
|
2022
Q2 | $145K | Buy |
+804
| New | +$145K | 0.01% | 466 |
|
2021
Q1 | – | Sell |
-1,638
| Closed | -$265K | – | 369 |
|
2020
Q4 | $265K | Buy |
1,638
+1,073
| +190% | +$174K | 0.05% | 271 |
|
2020
Q3 | $92K | Buy |
+565
| New | +$92K | 0.02% | 391 |
|