Icon Wealth Advisors’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 |
-665
| Closed | -$117K | – | 510 |
|
|
2024
Q4 | $117K | Sell |
665
-92
| -12% | -$16.1K | 0.01% | 475 |
|
|
2024
Q3 | $134K | Sell |
757
-358
| -32% | -$63.2K | 0.01% | 427 |
|
|
2024
Q2 | $191K | Sell |
1,115
-246
| -18% | -$42.2K | 0.02% | 341 |
|
|
2024
Q1 | $236K | Sell |
1,361
-104
| -7% | -$18.1K | 0.02% | 319 |
|
|
2023
Q4 | $239K | Buy |
+1,465
| New | +$239K | 0.02% | 298 |
|
|
2022
Q4 | $425K | Sell |
2,421
-107
| -4% | -$18.8K | 0.05% | 208 |
|
|
2022
Q3 | $461K | Buy |
+2,528
| New | +$461K | 0.06% | 192 |
|