LFA
Legacy Financial 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 |
-3,684
| Closed | -$673K | – | 378 |
|
|
2025
Q1 | $673K | Sell |
3,684
-146
| -4% | -$26.7K | 0.11% | 156 |
|
|
2024
Q4 | $671K | Sell |
3,830
-263
| -6% | -$46.1K | 0.11% | 157 |
|
|
2024
Q3 | $723K | Sell |
4,093
-39
| -0.9% | -$6.89K | 0.12% | 150 |
|
|
2024
Q2 | $686K | Buy |
4,132
+38
| +0.9% | +$6.31K | 0.12% | 137 |
|
|
2024
Q1 | $711K | Buy |
4,094
+238
| +6% | +$41.3K | 0.13% | 134 |
|
|
2023
Q4 | $630K | Buy |
3,856
+109
| +3% | +$17.8K | 0.12% | 131 |
|
|
2023
Q3 | $566K | Buy |
3,747
+5
| +0.1% | +$756 | 0.11% | 121 |
|
|
2023
Q2 | $626K | Buy |
3,742
+1,473
| +65% | +$246K | 0.12% | 105 |
|
|
2023
Q1 | $342K | Buy |
2,269
+792
| +54% | +$119K | 0.07% | 169 |
|
|
2022
Q4 | $259K | Buy |
1,477
+35
| +2% | +$6.15K | 0.06% | 196 |
|
|
2022
Q3 | $263K | Buy |
1,442
+31
| +2% | +$5.65K | 0.06% | 174 |
|
|
2022
Q2 | $254K | Sell |
1,411
-789
| -36% | -$142K | 0.06% | 171 |
|
|
2022
Q1 | $434K | Sell |
2,200
-119
| -5% | -$23.5K | 0.1% | 116 |
|
|
2021
Q4 | $387K | Buy |
2,319
+105
| +5% | +$17.5K | 0.09% | 116 |
|
|
2021
Q3 | $363K | Buy |
2,214
+62
| +3% | +$10.2K | 0.09% | 107 |
|
|
2021
Q2 | $352K | Buy |
2,152
+332
| +18% | +$54.3K | 0.09% | 106 |
|
|
2021
Q1 | $276K | Buy |
1,820
+519
| +40% | +$78.7K | 0.08% | 120 |
|
|
2020
Q4 | $211K | Buy |
+1,301
| New | +$211K | 0.06% | 140 |
|
|
2019
Q2 | – | Sell |
-273
| Closed | -$38K | – | 521 |
|
|
2019
Q1 | $38K | Buy |
273
+46
| +20% | +$6.4K | 0.01% | 320 |
|
|
2018
Q4 | $29K | Buy |
227
+183
| +416% | +$23.4K | 0.01% | 343 |
|
|
2018
Q3 | $7K | Hold |
44
| – | – | ﹤0.01% | 615 |
|
|
2018
Q2 | $6K | Buy |
44
+10
| +29% | +$1.36K | ﹤0.01% | 660 |
|
|
2018
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 680 |
|
|
2017
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 699 |
|