Moneta Group Investment 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 | $423K | Buy |
2,350
+753
| +47% | +$136K | 0.01% | 475 |
|
|
2025
Q1 | $292K | Buy |
1,597
+21
| +1% | +$3.84K | ﹤0.01% | 532 |
|
|
2024
Q4 | $276K | Sell |
1,576
-3
| -0.2% | -$526 | ﹤0.01% | 549 |
|
|
2024
Q3 | $279K | Sell |
1,579
-135
| -8% | -$23.8K | ﹤0.01% | 538 |
|
|
2024
Q2 | $285K | Buy |
1,714
+8
| +0.5% | +$1.33K | ﹤0.01% | 498 |
|
|
2024
Q1 | $296K | Buy |
1,706
+234
| +16% | +$40.7K | ﹤0.01% | 492 |
|
|
2023
Q4 | $241K | Buy |
+1,472
| New | +$241K | ﹤0.01% | 493 |
|
|
2021
Q1 | – | Sell |
-1,327
| Closed | -$215K | – | 427 |
|
|
2020
Q4 | $215K | Buy |
+1,327
| New | +$215K | 0.02% | 296 |
|
|
2015
Q4 | – | Sell |
-143
| Closed | -$10K | – | 283 |
|
|
2015
Q3 | $10K | Buy |
+143
| New | +$10K | ﹤0.01% | 418 |
|