Orion Portfolio Solutions’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
Q1 | $625K | Buy |
3,425
+524
| +18% | +$95.7K | 0.01% | 1300 |
|
|
2024
Q4 | $509K | Buy |
2,901
+269
| +10% | +$47.2K | 0.01% | 1343 |
|
|
2024
Q3 | $465K | Buy |
2,632
+1,207
| +85% | +$213K | ﹤0.01% | 1360 |
|
|
2024
Q2 | $237K | Sell |
1,425
-6
| -0.4% | -$996 | ﹤0.01% | 1560 |
|
|
2024
Q1 | $249K | Sell |
1,431
-29
| -2% | -$5.04K | ﹤0.01% | 1531 |
|
|
2023
Q4 | $248K | Sell |
1,460
-138
| -9% | -$23.4K | ﹤0.01% | 1488 |
|
|
2023
Q3 | $242K | Sell |
1,598
-7,730
| -83% | -$1.17M | ﹤0.01% | 1479 |
|
|
2023
Q2 | $1.56M | Buy |
9,328
+2,303
| +33% | +$385K | 0.02% | 765 |
|
|
2023
Q1 | $1.06M | Buy |
+7,025
| New | +$1.06M | 0.01% | 853 |
|
|
2020
Q3 | – | Sell |
-248
| Closed | -$46K | – | 1277 |
|
|
2020
Q2 | $46K | Sell |
248
-46
| -16% | -$8.53K | ﹤0.01% | 722 |
|
|
2020
Q1 | $46K | Sell |
294
-1,043
| -78% | -$163K | ﹤0.01% | 610 |
|
|
2019
Q4 | $195K | Buy |
+1,337
| New | +$195K | 0.02% | 319 |
|