OWA
Outlook Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
2,264
-36
| -2% | -$6.49K | 0.1% | 177 |
|
|
2025
Q1 | $420K | Buy |
2,300
+18
| +0.8% | +$3.29K | 0.12% | 161 |
|
|
2024
Q4 | $400K | Buy |
2,282
+310
| +16% | +$54.4K | 0.11% | 173 |
|
|
2024
Q3 | $348K | Buy |
1,972
+155
| +9% | +$27.4K | 0.1% | 199 |
|
|
2024
Q2 | $302K | Buy |
1,817
+297
| +20% | +$49.3K | 0.09% | 215 |
|
|
2024
Q1 | $264K | Buy |
+1,520
| New | +$264K | 0.08% | 228 |
|