Integrated Wealth Concepts’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $407K | Buy |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $307K | Sell |
|
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $708K | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $269K | Buy |
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