LA
Legacy Advisors’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,063
| Closed | -$925K | – | 217 |
|
|
2025
Q1 | $925K | Buy |
5,063
+17
| +0.3% | +$3.1K | 0.1% | 169 |
|
|
2024
Q4 | $885K | Buy |
5,046
+109
| +2% | +$19.1K | 0.09% | 179 |
|
|
2024
Q3 | $872K | Sell |
4,937
-76
| -2% | -$13.4K | 0.09% | 174 |
|
|
2024
Q2 | $832K | Buy |
5,013
+117
| +2% | +$19.4K | 0.1% | 147 |
|
|
2024
Q1 | $851K | Buy |
4,896
+365
| +8% | +$63.4K | 0.11% | 150 |
|
|
2023
Q4 | $740K | Hold |
4,531
| – | – | 0.1% | 160 |
|
|
2023
Q3 | $685K | Buy |
4,531
+221
| +5% | +$33.4K | 0.11% | 153 |
|
|
2023
Q2 | $721K | Buy |
4,310
+196
| +5% | +$32.8K | 0.11% | 146 |
|
|
2023
Q1 | $620K | Buy |
4,114
+312
| +8% | +$47K | 0.11% | 131 |
|
|
2022
Q4 | $667K | Buy |
3,802
+1,161
| +44% | +$204K | 0.12% | 117 |
|
|
2022
Q3 | $481K | Buy |
2,641
+616
| +30% | +$112K | 0.11% | 130 |
|
|
2022
Q2 | $365K | Buy |
2,025
+923
| +84% | +$166K | 0.08% | 147 |
|
|
2022
Q1 | $217K | Buy |
+1,102
| New | +$217K | 0.04% | 196 |
|