First Trust Direct Indexing’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
2024
Q4
Sell
2024
Q3
$851K Sell
2024
Q2
$831K Buy
2024
Q1
$768K Buy
2023
Q4
$685K Sell
2023
Q3
$644K Sell
2023
Q2
$742K Sell
2023
Q1
$808K Buy
2022
Q4
$940K Buy
2022
Q3
$936K Buy
2022
Q2
$843K Buy
2022
Q1
$829K Buy
2021
Q4
$665K Buy
2021
Q3
$632K Buy
2021
Q2
$498K Buy
2021
Q1
Sell
2020
Q4
$20K Buy