Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Buy |
306
+62
| +25% | +$11.2K | ﹤0.01% | 1257 |
|
|
2025
Q1 | $44.6K | Sell |
244
-1,329
| -84% | -$243K | ﹤0.01% | 1195 |
|
|
2024
Q4 | $276K | Sell |
1,573
-13
| -0.8% | -$2.28K | ﹤0.01% | 753 |
|
|
2024
Q3 | $280K | Sell |
1,586
-99
| -6% | -$17.5K | ﹤0.01% | 742 |
|
|
2024
Q2 | $280K | Buy |
1,685
+1,551
| +1,157% | +$257K | ﹤0.01% | 709 |
|
|
2024
Q1 | $22.5K | Sell |
134
-11
| -8% | -$1.85K | ﹤0.01% | 930 |
|
|
2023
Q4 | $23.7K | Sell |
145
-133
| -48% | -$21.7K | ﹤0.01% | 904 |
|
|
2023
Q3 | $42K | Buy |
278
+156
| +128% | +$23.6K | ﹤0.01% | 907 |
|
|
2023
Q2 | $20.4K | Sell |
122
-22
| -15% | -$3.68K | ﹤0.01% | 889 |
|
|
2023
Q1 | $21.7K | Buy |
+144
| New | +$21.7K | ﹤0.01% | 840 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$6K | – | 1304 |
|
|
2022
Q2 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 983 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$2K | – | 1336 |
|
|
2021
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1049 |
|