Creative Planning’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6M | Buy |
105,292
+11,433
| +12% | +$1.96M | 0.01% | 502 |
|
|
2025
Q4 | $17.1M | Buy |
93,859
+57,281
| +157% | +$9.54M | 0.01% | 431 |
|
|
2025
Q3 | $5.45M | Buy |
36,578
+10,718
| +41% | +$1.78M | ﹤0.01% | 813 |
|
|
2025
Q2 | $4.66M | Buy |
25,860
+1,943
| +8% | +$345K | ﹤0.01% | 797 |
|
|
2025
Q1 | $4.37M | Sell |
23,917
-320
| -1% | -$55.9K | ﹤0.01% | 761 |
|
|
2024
Q4 | $4.25M | Buy |
24,237
+4,600
| +23% | +$822K | ﹤0.01% | 721 |
|
|
2024
Q3 | $3.47M | Sell |
19,637
-151
| -0.8% | -$25.6K | ﹤0.01% | 794 |
|
|
2024
Q2 | $3.29M | Buy |
19,788
+8,843
| +81% | +$1.47M | ﹤0.01% | 784 |
|
|
2024
Q1 | $1.9M | Buy |
10,945
+768
| +8% | +$131K | ﹤0.01% | 984 |
|
|
2023
Q4 | $1.66M | Buy |
10,177
+29
| +0.3% | +$4.44K | ﹤0.01% | 988 |
|
|
2023
Q3 | $1.53M | Buy |
10,148
+873
| +9% | +$141K | ﹤0.01% | 969 |
|
|
2023
Q2 | $1.55M | Buy |
9,275
+594
| +7% | +$92.5K | ﹤0.01% | 930 |
|
|
2023
Q1 | $1.31M | Sell |
8,681
-68
| -0.8% | -$11.3K | ﹤0.01% | 949 |
|
|
2022
Q4 | $1.54M | Buy |
8,749
+482
| +6% | +$89K | ﹤0.01% | 844 |
|
|
2022
Q3 | $1.51M | Buy |
8,267
+305
| +4% | +$59.8K | ﹤0.01% | 788 |
|
|
2022
Q2 | $1.43M | Buy |
7,962
+282
| +4% | +$52.8K | ﹤0.01% | 826 |
|
|
2022
Q1 | $1.51M | Sell |
7,680
-47
| -0.6% | -$8.22K | ﹤0.01% | 813 |
|
|
2021
Q4 | $1.29M | Sell |
7,727
-165
| -2% | -$26.7K | ﹤0.01% | 840 |
|
|
2021
Q3 | $1.29M | Sell |
7,892
-794
| -9% | -$137K | ﹤0.01% | 835 |
|
|
2021
Q2 | $1.42M | Sell |
8,686
-4,677
| -35% | -$747K | ﹤0.01% | 797 |
|
|
2021
Q1 | $2.03M | Sell |
13,363
-4,248
| -24% | -$648K | ﹤0.01% | 721 |
|
|
2020
Q4 | $2.85M | Buy |
17,611
+7,134
| +68% | +$1.13M | 0.01% | 534 |
|
|
2020
Q3 | $1.7M | Buy |
10,477
+860
| +9% | +$149K | ﹤0.01% | 616 |
|
|
2020
Q2 | $1.77M | Buy |
9,617
+235
| +3% | +$41K | 0.01% | 539 |
|
|
2020
Q1 | $1.46M | Sell |
9,382
-376
| -4% | -$58.4K | 0.01% | 523 |
|
|
2019
Q4 | $1.42M | Buy |
9,758
+990
| +11% | +$145K | ﹤0.01% | 645 |
|
|
2019
Q3 | $1.28M | Buy |
8,768
+284
| +3% | +$40.2K | ﹤0.01% | 654 |
|
|
2019
Q2 | $1.14M | Sell |
8,484
-47
| -0.6% | -$6.5K | ﹤0.01% | 712 |
|
|
2019
Q1 | $1.18M | Buy |
8,531
+1,121
| +15% | +$148K | ﹤0.01% | 664 |
|
|
2018
Q4 | $938K | Buy |
7,410
+71
| +1% | +$10.1K | ﹤0.01% | 698 |
|
|
2018
Q3 | $1.18M | Sell |
7,339
-38,405
| -84% | -$5.64M | ﹤0.01% | 693 |
|
|
2018
Q2 | $5.96M | Buy |
45,744
+39,025
| +581% | +$4.84M | 0.02% | 229 |
|
|
2018
Q1 | $813K | Buy |
6,719
+211
| +3% | +$25.7K | ﹤0.01% | 845 |
|
|
2017
Q4 | $761K | Sell |
6,508
-357
| -5% | -$39.9K | ﹤0.01% | 855 |
|
|
2017
Q3 | $706K | Sell |
6,865
-232
| -3% | -$24K | ﹤0.01% | 881 |
|
|
2017
Q2 | $737K | Buy |
7,097
+518
| +8% | +$51.7K | ﹤0.01% | 829 |
|
|
2017
Q1 | $612K | Sell |
6,579
-238
| -3% | -$21.9K | ﹤0.01% | 886 |
|
|
2016
Q4 | $605K | Buy |
6,817
+216
| +3% | +$18.4K | ﹤0.01% | 839 |
|
|
2016
Q3 | $565K | Buy |
6,601
+921
| +16% | +$80.8K | ﹤0.01% | 827 |
|
|
2016
Q2 | $496K | Sell |
5,680
-1,110
| -16% | -$92.8K | ﹤0.01% | 783 |
|
|
2016
Q1 | $574K | Buy |
6,790
+556
| +9% | +$44.6K | ﹤0.01% | 700 |
|
|
2015
Q4 | $487K | Buy |
6,234
+298
| +5% | +$22.9K | ﹤0.01% | 768 |
|
|
2015
Q3 | $413K | Buy |
+5,936
| New | +$408K | ﹤0.01% | 814 |
|
|
2015
Q2 | – | Sell |
-5,892
| Closed | -$412K | – | 2081 |
|
|
2015
Q1 | $412K | Sell |
5,892
-3,000
| -34% | -$196K | ﹤0.01% | 824 |
|
|
2014
Q4 | $553K | Sell |
8,892
-302
| -3% | -$18K | 0.01% | 660 |
|
|
2014
Q3 | $512K | Sell |
9,194
-1,135
| -11% | -$66.1K | 0.01% | 650 |
|
|
2014
Q2 | $614K | Buy |
10,329
+10
| +0.1% | +$570 | 0.01% | 563 |
|
|
2014
Q1 | $575K | Sell |
10,319
-1,860
| -15% | -$107K | 0.01% | 564 |
|
|
2013
Q4 | $721K | Hold |
12,179
| – | – | 0.01% | 401 |
|
|
2013
Q3 | $629K | Sell |
12,179
-3,800
| -24% | -$190K | 0.01% | 380 |
|
|
2013
Q2 | $753K | Buy |
+15,979
| New | +$739K | 0.02% | 293 |
|
Other funds holding JKHY
VCM
VPM
CBU
