Concord Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6
| Closed | -$907 | – | 930 |
|
|
2023
Q3 | $907 | Hold |
6
| – | – | ﹤0.01% | 953 |
|
|
2023
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 950 |
|
|
2023
Q1 | $904 | Hold |
6
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $1.05K | Buy |
+6
| New | +$1.05K | ﹤0.01% | 1053 |
|
|
2022
Q3 | – | Sell |
-126
| Closed | -$23K | – | 664 |
|
|
2022
Q2 | $23K | Sell |
126
-15
| -11% | -$2.74K | 0.01% | 515 |
|
|
2022
Q1 | $28K | Buy |
141
+135
| +2,250% | +$26.8K | 0.01% | 561 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 846 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 921 |
|