Heritage Wealth Management (Arizona)’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $362K | Sell |
2,180
-227
| -9% | -$37.7K | 0.2% | 101 |
|
|
2024
Q1 | $418K | Sell |
2,407
-78
| -3% | -$13.6K | 0.21% | 98 |
|
|
2023
Q4 | $406K | Buy |
+2,485
| New | +$406K | 0.22% | 96 |
|
|
2022
Q4 | $667K | Buy |
3,799
+2,033
| +115% | +$357K | 0.1% | 153 |
|
|
2022
Q3 | $322K | Buy |
1,766
+68
| +4% | +$12.4K | 0.1% | 139 |
|
|
2022
Q2 | $306K | Buy |
1,698
+198
| +13% | +$35.7K | 0.1% | 150 |
|
|
2022
Q1 | $296K | Buy |
+1,500
| New | +$296K | 0.08% | 195 |
|
|
2021
Q3 | $294K | Buy |
1,792
+29
| +2% | +$4.76K | 0.1% | 154 |
|
|
2021
Q2 | $288K | Buy |
1,763
+538
| +44% | +$87.9K | 0.11% | 158 |
|
|
2021
Q1 | $186K | Buy |
+1,225
| New | +$186K | 0.1% | 175 |
|