Geneos Wealth Management’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 | $73.7K | Sell |
409
-471
| -54% | -$84.9K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $161K | Buy |
880
+748
| +567% | +$137K | ﹤0.01% | 1330 |
|
|
2024
Q4 | $23.1K | Buy |
+132
| New | +$23.1K | ﹤0.01% | 1662 |
|
|
2022
Q1 | – | Sell |
-59
| Closed | -$9K | – | 2871 |
|
|
2021
Q4 | $9K | Buy |
59
+14
| +31% | +$2.14K | ﹤0.01% | 2218 |
|
|
2021
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 2352 |
|
|
2021
Q2 | $7K | Sell |
45
-623
| -93% | -$96.9K | ﹤0.01% | 2337 |
|
|
2021
Q1 | $108K | Buy |
668
+52
| +8% | +$8.41K | ﹤0.01% | 1268 |
|
|
2020
Q4 | $6K | Buy |
616
+571
| +1,269% | +$5.56K | ﹤0.01% | 2422 |
|
|
2020
Q3 | $7K | Sell |
45
-7
| -13% | -$1.09K | ﹤0.01% | 2070 |
|
|
2020
Q2 | $9K | Sell |
52
-38
| -42% | -$6.58K | ﹤0.01% | 1949 |
|
|
2020
Q1 | $13K | Sell |
90
-150
| -63% | -$21.7K | ﹤0.01% | 1692 |
|
|
2019
Q4 | $35K | Buy |
240
+5
| +2% | +$729 | ﹤0.01% | 1436 |
|
|
2019
Q3 | $33K | Buy |
235
+134
| +133% | +$18.8K | ﹤0.01% | 1375 |
|
|
2019
Q2 | $13K | Buy |
101
+14
| +16% | +$1.8K | ﹤0.01% | 1811 |
|
|
2019
Q1 | $12K | Buy |
+87
| New | +$12K | ﹤0.01% | 1776 |
|
|
2016
Q4 | – | Sell |
-50
| Closed | -$4K | – | 2073 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1634 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 1570 |
|
|
2016
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1550 |
|