Legacy Capital Wealth Partners’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 | $294K | Sell |
1,632
-66
| -4% | -$11.9K | 0.07% | 305 |
|
|
2025
Q1 | $310K | Sell |
1,698
-2,495
| -60% | -$456K | 0.08% | 270 |
|
|
2024
Q4 | $735K | Sell |
4,193
-24
| -0.6% | -$4.21K | 0.18% | 113 |
|
|
2024
Q3 | $744K | Sell |
4,217
-294
| -7% | -$51.9K | 0.15% | 132 |
|
|
2024
Q2 | $749K | Buy |
+4,511
| New | +$749K | 0.19% | 100 |
|
|
2024
Q1 | – | Sell |
-4,441
| Closed | -$726K | – | 231 |
|
|
2023
Q4 | $726K | Buy |
4,441
+232
| +6% | +$37.9K | 0.21% | 100 |
|
|
2023
Q3 | $636K | Buy |
+4,209
| New | +$636K | 0.17% | 119 |
|
|
2023
Q2 | – | Sell |
-3,897
| Closed | -$587K | – | 137 |
|
|
2023
Q1 | $587K | Buy |
+3,897
| New | +$587K | 0.16% | 120 |
|
|
2021
Q2 | – | Sell |
-1,811
| Closed | -$275K | – | 51 |
|
|
2021
Q1 | $275K | Buy |
+1,811
| New | +$275K | 0.11% | 65 |
|