LVW Advisors’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 | $699K | Sell |
3,877
-351
| -8% | -$63.2K | 0.08% | 143 |
|
|
2025
Q1 | $772K | Sell |
4,228
-234
| -5% | -$42.7K | 0.09% | 127 |
|
|
2024
Q4 | $782K | Sell |
4,462
-35
| -0.8% | -$6.14K | 0.09% | 134 |
|
|
2024
Q3 | $794K | Buy |
4,497
+421
| +10% | +$74.3K | 0.1% | 138 |
|
|
2024
Q2 | $677K | Buy |
4,076
+360
| +10% | +$59.8K | 0.1% | 132 |
|
|
2024
Q1 | $646K | Sell |
3,716
-130
| -3% | -$22.6K | 0.11% | 134 |
|
|
2023
Q4 | $628K | Buy |
3,846
+52
| +1% | +$8.5K | 0.12% | 129 |
|
|
2023
Q3 | $573K | Sell |
3,794
-339
| -8% | -$51.2K | 0.12% | 113 |
|
|
2023
Q2 | $692K | Sell |
4,133
-38
| -0.9% | -$6.36K | 0.13% | 100 |
|
|
2023
Q1 | $629K | Buy |
4,171
+1,554
| +59% | +$234K | 0.12% | 121 |
|
|
2022
Q4 | $459K | Sell |
2,617
-250
| -9% | -$43.9K | 0.09% | 151 |
|
|
2022
Q3 | $523K | Buy |
2,867
+9
| +0.3% | +$1.64K | 0.12% | 124 |
|
|
2022
Q2 | $514K | Buy |
2,858
+238
| +9% | +$42.8K | 0.1% | 131 |
|
|
2022
Q1 | $516K | Buy |
2,620
+62
| +2% | +$12.2K | 0.09% | 138 |
|
|
2021
Q4 | $427K | Sell |
2,558
-477
| -16% | -$79.6K | 0.07% | 164 |
|
|
2021
Q3 | $498K | Buy |
3,035
+40
| +1% | +$6.56K | 0.09% | 158 |
|
|
2021
Q2 | $490K | Sell |
2,995
-129
| -4% | -$21.1K | 0.09% | 145 |
|
|
2021
Q1 | $474K | Buy |
3,124
+947
| +44% | +$144K | 0.09% | 152 |
|
|
2020
Q4 | $353K | Buy |
2,177
+57
| +3% | +$9.24K | 0.07% | 152 |
|
|
2020
Q3 | $345K | Buy |
2,120
+682
| +47% | +$111K | 0.08% | 140 |
|
|
2020
Q2 | $265K | Buy |
+1,438
| New | +$265K | 0.06% | 156 |
|