Kestra Advisory Services’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 | $756K | Buy |
4,196
+657
| +19% | +$118K | ﹤0.01% | 1669 |
|
2025
Q1 | $646K | Sell |
3,539
-3,223
| -48% | -$589K | ﹤0.01% | 1654 |
|
2024
Q4 | $1.19M | Sell |
6,762
-410
| -6% | -$71.9K | 0.01% | 1306 |
|
2024
Q3 | $1.27M | Sell |
7,172
-385
| -5% | -$68K | 0.01% | 1188 |
|
2024
Q2 | $1.19M | Buy |
7,557
+4,278
| +130% | +$672K | 0.01% | 1217 |
|
2024
Q1 | $570K | Sell |
3,279
-442
| -12% | -$76.8K | ﹤0.01% | 1578 |
|
2023
Q4 | $608K | Sell |
3,721
-1,631
| -30% | -$267K | ﹤0.01% | 1404 |
|
2023
Q3 | $809K | Buy |
5,352
+1,340
| +33% | +$203K | 0.01% | 1103 |
|
2023
Q2 | $671K | Buy |
4,012
+678
| +20% | +$113K | 0.01% | 1176 |
|
2023
Q1 | $503K | Sell |
3,334
-1,536
| -32% | -$232K | 0.01% | 1274 |
|
2022
Q4 | $855K | Buy |
4,870
+2,331
| +92% | +$409K | 0.01% | 1130 |
|
2022
Q3 | $463K | Sell |
2,539
-182
| -7% | -$33.2K | 0.01% | 1357 |
|
2022
Q2 | $490K | Buy |
2,721
+495
| +22% | +$89.1K | 0.01% | 1341 |
|
2022
Q1 | $439K | Buy |
2,226
+20
| +0.9% | +$3.94K | ﹤0.01% | 1360 |
|
2021
Q4 | $368K | Sell |
2,206
-434
| -16% | -$72.4K | ﹤0.01% | 1485 |
|
2021
Q3 | $433K | Sell |
2,640
-69
| -3% | -$11.3K | ﹤0.01% | 1464 |
|
2021
Q2 | $443K | Buy |
2,709
+105
| +4% | +$17.2K | 0.01% | 1342 |
|
2021
Q1 | $395K | Buy |
+2,604
| New | +$395K | 0.01% | 1304 |
|