Heritage Trust’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 | $207K | Hold |
1,150
| – | – | 0.02% | 287 |
|
|
2025
Q1 | $210K | Hold |
1,150
| – | – | 0.03% | 286 |
|
|
2024
Q4 | $202K | Buy |
+1,150
| New | +$202K | 0.02% | 293 |
|
|
2024
Q2 | – | Sell |
-1,216
| Closed | -$211K | – | 289 |
|
|
2024
Q1 | $211K | Sell |
1,216
-116
| -9% | -$20.2K | 0.03% | 272 |
|
|
2023
Q4 | $218K | Buy |
+1,332
| New | +$218K | 0.03% | 260 |
|
|
2017
Q2 | – | Sell |
-2,785
| Closed | -$259K | – | 339 |
|
|
2017
Q1 | $259K | Buy |
+2,785
| New | +$259K | 0.1% | 103 |
|