Curated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Hold |
2,279
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $416K | Buy |
2,279
+955
| +72% | +$174K | 0.05% | 99 |
|
|
2024
Q4 | $232K | Buy |
+1,324
| New | +$232K | 0.03% | 135 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 140 |
|
|
2024
Q1 | – | Sell |
-1,405
| Closed | -$230K | – | 75 |
|
|
2023
Q4 | $230K | Sell |
1,405
-33
| -2% | -$5.39K | 0.04% | 130 |
|
|
2023
Q3 | $217K | Buy |
1,438
+75
| +6% | +$11.3K | 0.04% | 122 |
|
|
2023
Q2 | $228K | Hold |
1,363
| – | – | 0.04% | 119 |
|
|
2023
Q1 | $205K | Sell |
1,363
-1
| -0.1% | -$151 | 0.05% | 122 |
|
|
2022
Q4 | $239K | Buy |
1,364
+1
| +0.1% | +$176 | 0.06% | 111 |
|
|
2022
Q3 | $249K | Hold |
1,363
| – | – | 0.07% | 106 |
|
|
2022
Q2 | $247K | Buy |
+1,363
| New | +$247K | 0.07% | 111 |
|
|
2021
Q4 | – | Sell |
-1,398
| Closed | -$229K | – | 147 |
|
|
2021
Q3 | $229K | Hold |
1,398
| – | – | 0.13% | 132 |
|
|
2021
Q2 | $228K | Buy |
1,398
+27
| +2% | +$4.4K | 0.12% | 136 |
|
|
2021
Q1 | $208K | Buy |
1,371
+99
| +8% | +$15K | 0.13% | 134 |
|
|
2020
Q4 | $206K | Buy |
+1,272
| New | +$206K | 0.13% | 130 |
|