Kestra Private Wealth 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 | $828K | Buy |
4,595
+495
| +12% | +$89.2K | 0.01% | 811 |
|
2025
Q1 | $749K | Buy |
4,100
+32
| +0.8% | +$5.84K | 0.01% | 789 |
|
2024
Q4 | $713K | Sell |
4,068
-53
| -1% | -$9.29K | 0.01% | 767 |
|
2024
Q3 | $728K | Sell |
4,121
-448
| -10% | -$79.1K | 0.01% | 735 |
|
2024
Q2 | $759K | Buy |
4,569
+1,906
| +72% | +$316K | 0.02% | 670 |
|
2024
Q1 | $463K | Sell |
2,663
-120
| -4% | -$20.8K | 0.01% | 830 |
|
2023
Q4 | $455K | Buy |
2,783
+80
| +3% | +$13.1K | 0.01% | 767 |
|
2023
Q3 | $409K | Buy |
2,703
+195
| +8% | +$29.5K | 0.01% | 743 |
|
2023
Q2 | $420K | Buy |
2,508
+97
| +4% | +$16.2K | 0.01% | 693 |
|
2023
Q1 | $363K | Buy |
2,411
+397
| +20% | +$59.8K | 0.01% | 710 |
|
2022
Q4 | $354K | Buy |
2,014
+37
| +2% | +$6.5K | 0.02% | 621 |
|
2022
Q3 | $360K | Buy |
1,977
+261
| +15% | +$47.5K | 0.02% | 589 |
|
2022
Q2 | $309K | Buy |
1,716
+513
| +43% | +$92.4K | 0.02% | 647 |
|
2022
Q1 | $237K | Sell |
1,203
-14
| -1% | -$2.76K | 0.01% | 828 |
|
2021
Q4 | $203K | Buy |
+1,217
| New | +$203K | 0.01% | 904 |
|