Integrated Wealth Concepts’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 | $407K | Buy |
2,256
+154
| +7% | +$27.8K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $384K | Buy |
2,102
+367
| +21% | +$67K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $304K | Sell |
1,735
-4
| -0.2% | -$701 | ﹤0.01% | 1353 |
|
|
2024
Q3 | $307K | Sell |
1,739
-3,122
| -64% | -$551K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $807K | Buy |
4,861
+784
| +19% | +$130K | 0.01% | 852 |
|
|
2024
Q1 | $708K | Buy |
4,077
+154
| +4% | +$26.8K | 0.01% | 897 |
|
|
2023
Q4 | $641K | Buy |
3,923
+2,317
| +144% | +$379K | 0.01% | 898 |
|
|
2023
Q3 | $243K | Sell |
1,606
-1,213
| -43% | -$183K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $472K | Buy |
2,819
+1,287
| +84% | +$215K | 0.01% | 1003 |
|
|
2023
Q1 | $231K | Buy |
+1,532
| New | +$231K | ﹤0.01% | 1171 |
|
|
2020
Q1 | – | Sell |
-1,832
| Closed | -$267K | – | 455 |
|
|
2019
Q4 | $267K | Hold |
1,832
| – | – | 0.02% | 388 |
|
|
2019
Q3 | $267K | Hold |
1,832
| – | – | 0.03% | 336 |
|
|
2019
Q2 | $245K | Sell |
1,832
-110
| -6% | -$14.7K | 0.03% | 318 |
|
|
2019
Q1 | $269K | Buy |
+1,942
| New | +$269K | 0.05% | 263 |
|