Creative Planning’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 | $4.66M | Buy |
25,860
+1,943
| +8% | +$350K | ﹤0.01% | 795 |
|
|
2025
Q1 | $4.37M | Sell |
23,917
-320
| -1% | -$58.4K | ﹤0.01% | 760 |
|
|
2024
Q4 | $4.25M | Buy |
24,237
+4,600
| +23% | +$806K | ﹤0.01% | 720 |
|
|
2024
Q3 | $3.47M | Sell |
19,637
-151
| -0.8% | -$26.7K | ﹤0.01% | 794 |
|
|
2024
Q2 | $3.29M | Buy |
19,788
+8,843
| +81% | +$1.47M | ﹤0.01% | 782 |
|
|
2024
Q1 | $1.9M | Buy |
10,945
+768
| +8% | +$133K | ﹤0.01% | 982 |
|
|
2023
Q4 | $1.66M | Buy |
10,177
+29
| +0.3% | +$4.74K | ﹤0.01% | 985 |
|
|
2023
Q3 | $1.53M | Buy |
10,148
+873
| +9% | +$132K | ﹤0.01% | 966 |
|
|
2023
Q2 | $1.55M | Buy |
9,275
+594
| +7% | +$99.4K | ﹤0.01% | 927 |
|
|
2023
Q1 | $1.31M | Sell |
8,681
-68
| -0.8% | -$10.2K | ﹤0.01% | 946 |
|
|
2022
Q4 | $1.54M | Buy |
8,749
+482
| +6% | +$84.6K | ﹤0.01% | 842 |
|
|
2022
Q3 | $1.51M | Buy |
8,267
+305
| +4% | +$55.6K | ﹤0.01% | 786 |
|
|
2022
Q2 | $1.43M | Buy |
7,962
+282
| +4% | +$50.8K | ﹤0.01% | 823 |
|
|
2022
Q1 | $1.51M | Sell |
7,680
-47
| -0.6% | -$9.26K | ﹤0.01% | 813 |
|
|
2021
Q4 | $1.29M | Sell |
7,727
-165
| -2% | -$27.5K | ﹤0.01% | 840 |
|
|
2021
Q3 | $1.3M | Sell |
7,892
-794
| -9% | -$130K | ﹤0.01% | 835 |
|
|
2021
Q2 | $1.42M | Sell |
8,686
-4,677
| -35% | -$765K | ﹤0.01% | 797 |
|
|
2021
Q1 | $2.03M | Sell |
13,363
-4,248
| -24% | -$644K | ﹤0.01% | 713 |
|
|
2020
Q4 | $2.85M | Buy |
17,611
+7,134
| +68% | +$1.16M | 0.01% | 527 |
|
|
2020
Q3 | $1.7M | Buy |
10,477
+860
| +9% | +$140K | ﹤0.01% | 609 |
|
|
2020
Q2 | $1.77M | Buy |
9,617
+235
| +3% | +$43.3K | 0.01% | 532 |
|
|
2020
Q1 | $1.46M | Sell |
9,382
-376
| -4% | -$58.4K | 0.01% | 519 |
|
|
2019
Q4 | $1.42M | Buy |
9,758
+990
| +11% | +$144K | ﹤0.01% | 642 |
|
|
2019
Q3 | $1.28M | Buy |
8,768
+284
| +3% | +$41.5K | ﹤0.01% | 651 |
|
|
2019
Q2 | $1.14M | Sell |
8,484
-47
| -0.6% | -$6.29K | ﹤0.01% | 708 |
|
|
2019
Q1 | $1.18M | Buy |
8,531
+1,121
| +15% | +$156K | ﹤0.01% | 661 |
|
|
2018
Q4 | $938K | Buy |
7,410
+71
| +1% | +$8.99K | ﹤0.01% | 693 |
|
|
2018
Q3 | $1.18M | Sell |
7,339
-38,405
| -84% | -$6.15M | ﹤0.01% | 689 |
|
|
2018
Q2 | $5.96M | Buy |
45,744
+39,025
| +581% | +$5.09M | 0.02% | 228 |
|
|
2018
Q1 | $813K | Buy |
6,719
+211
| +3% | +$25.5K | ﹤0.01% | 838 |
|
|
2017
Q4 | $761K | Sell |
6,508
-357
| -5% | -$41.7K | ﹤0.01% | 848 |
|
|
2017
Q3 | $706K | Sell |
6,865
-232
| -3% | -$23.9K | ﹤0.01% | 873 |
|
|
2017
Q2 | $737K | Buy |
7,097
+518
| +8% | +$53.8K | ﹤0.01% | 823 |
|
|
2017
Q1 | $612K | Sell |
6,579
-238
| -3% | -$22.1K | ﹤0.01% | 882 |
|
|
2016
Q4 | $605K | Buy |
6,817
+216
| +3% | +$19.2K | ﹤0.01% | 836 |
|
|
2016
Q3 | $565K | Buy |
6,601
+921
| +16% | +$78.8K | ﹤0.01% | 823 |
|
|
2016
Q2 | $496K | Sell |
5,680
-1,110
| -16% | -$96.9K | ﹤0.01% | 781 |
|
|
2016
Q1 | $574K | Buy |
6,790
+556
| +9% | +$47K | ﹤0.01% | 698 |
|
|
2015
Q4 | $487K | Buy |
6,234
+298
| +5% | +$23.3K | ﹤0.01% | 763 |
|
|
2015
Q3 | $413K | Buy |
+5,936
| New | +$413K | ﹤0.01% | 811 |
|
|
2015
Q2 | – | Sell |
-5,892
| Closed | -$412K | – | 1991 |
|
|
2015
Q1 | $412K | Sell |
5,892
-3,000
| -34% | -$210K | ﹤0.01% | 822 |
|
|
2014
Q4 | $553K | Sell |
8,892
-302
| -3% | -$18.8K | 0.01% | 659 |
|
|
2014
Q3 | $512K | Sell |
9,194
-1,135
| -11% | -$63.2K | 0.01% | 649 |
|
|
2014
Q2 | $614K | Buy |
10,329
+10
| +0.1% | +$594 | 0.01% | 562 |
|
|
2014
Q1 | $575K | Sell |
10,319
-1,860
| -15% | -$104K | 0.01% | 564 |
|
|
2013
Q4 | $721K | Hold |
12,179
| – | – | 0.01% | 401 |
|
|
2013
Q3 | $629K | Sell |
12,179
-3,800
| -24% | -$196K | 0.01% | 380 |
|
|
2013
Q2 | $753K | Buy |
+15,979
| New | +$753K | 0.02% | 293 |
|