EverSource Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
1,882
-378
| -17% | -$68.1K | 0.02% | 614 |
|
|
2025
Q1 | $413K | Sell |
2,260
-25
| -1% | -$4.57K | 0.02% | 431 |
|
|
2024
Q4 | $401K | Buy |
2,285
+79
| +4% | +$13.9K | 0.02% | 424 |
|
|
2024
Q3 | $390K | Buy |
2,206
+35
| +2% | +$6.18K | 0.02% | 383 |
|
|
2024
Q2 | $372K | Buy |
2,171
+3
| +0.1% | +$515 | 0.02% | 376 |
|
|
2024
Q1 | $353K | Sell |
2,168
-3
| -0.1% | -$488 | 0.03% | 340 |
|
|
2023
Q4 | $355K | Sell |
2,171
-7
| -0.3% | -$1.14K | 0.03% | 308 |
|
|
2023
Q3 | $329K | Sell |
2,178
-67
| -3% | -$10.1K | 0.03% | 288 |
|
|
2023
Q2 | $376K | Buy |
2,245
+191
| +9% | +$32K | 0.04% | 269 |
|
|
2023
Q1 | $310K | Buy |
2,054
+341
| +20% | +$51.4K | 0.04% | 292 |
|
|
2022
Q4 | $301K | Sell |
1,713
-1,105
| -39% | -$194K | 0.05% | 283 |
|
|
2022
Q3 | $514K | Sell |
2,818
-377
| -12% | -$68.8K | 0.12% | 171 |
|
|
2022
Q2 | $575K | Buy |
3,195
+319
| +11% | +$57.4K | 0.15% | 127 |
|
|
2022
Q1 | $567K | Buy |
2,876
+1,688
| +142% | +$333K | 0.14% | 133 |
|
|
2021
Q4 | $198K | Buy |
+1,188
| New | +$198K | 0.06% | 223 |
|