Golden State Equity 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
Q1 | – | Sell |
-1,875
| Closed | -$329K | – | 458 |
|
|
2024
Q4 | $329K | Sell |
1,875
-405
| -18% | -$71K | 0.06% | 320 |
|
|
2024
Q3 | $402K | Sell |
2,280
-1,217
| -35% | -$215K | 0.21% | 116 |
|
|
2024
Q2 | $581K | Buy |
+3,497
| New | +$581K | 0.12% | 184 |
|
|
2023
Q4 | $488K | Buy |
2,985
+942
| +46% | +$154K | 0.12% | 193 |
|
|
2023
Q3 | $309K | Buy |
2,043
+423
| +26% | +$63.9K | 0.09% | 249 |
|
|
2023
Q2 | $271K | Buy |
+1,620
| New | +$271K | 0.08% | 300 |
|