Lipe & Dalton’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 | $3.56M | Sell |
19,740
-470
| -2% | -$84.7K | 1.92% | 19 |
|
|
2025
Q1 | $3.69M | Buy |
20,210
+220
| +1% | +$40.2K | 2.06% | 16 |
|
|
2024
Q4 | $3.5M | Hold |
19,990
| – | – | 1.86% | 16 |
|
|
2024
Q3 | $3.53M | Buy |
19,990
+250
| +1% | +$44.1K | 1.78% | 17 |
|
|
2024
Q2 | $3.28M | Sell |
19,740
-665
| -3% | -$110K | 1.76% | 18 |
|
|
2024
Q1 | $3.55M | Buy |
20,405
+50
| +0.2% | +$8.69K | 1.83% | 19 |
|
|
2023
Q4 | $3.33M | Sell |
20,355
-230
| -1% | -$37.6K | 1.8% | 19 |
|
|
2023
Q3 | $3.11M | Hold |
20,585
| – | – | 1.87% | 20 |
|
|
2023
Q2 | $3.44M | Sell |
20,585
-45
| -0.2% | -$7.53K | 1.96% | 19 |
|
|
2023
Q1 | $3.11M | Sell |
20,630
-485
| -2% | -$73.1K | 1.78% | 20 |
|
|
2022
Q4 | $3.71M | Buy |
21,115
+50
| +0.2% | +$8.78K | 2.13% | 18 |
|
|
2022
Q3 | $3.84M | Hold |
21,065
| – | – | 2.41% | 16 |
|
|
2022
Q2 | $3.79M | Buy |
21,065
+60
| +0.3% | +$10.8K | 2.22% | 16 |
|
|
2022
Q1 | $4.14M | Buy |
21,005
+65
| +0.3% | +$12.8K | 2.02% | 19 |
|
|
2021
Q4 | $3.5M | Buy |
20,940
+1,085
| +5% | +$181K | 1.65% | 21 |
|
|
2021
Q3 | $3.26M | Buy |
19,855
+270
| +1% | +$44.3K | 1.67% | 23 |
|
|
2021
Q2 | $3.2M | Buy |
19,585
+55
| +0.3% | +$8.99K | 1.66% | 24 |
|
|
2021
Q1 | $2.96M | Buy |
19,530
+1,355
| +7% | +$206K | 1.64% | 25 |
|
|
2020
Q4 | $2.94M | Buy |
18,175
+250
| +1% | +$40.5K | 1.81% | 25 |
|
|
2020
Q3 | $2.91M | Buy |
+17,925
| New | +$2.91M | 2.03% | 22 |
|