Plante Moran Financial 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
Q1 | – | Sell |
-38
| Closed | -$6.66K | – | 891 |
|
|
2024
Q4 | $6.66K | Buy |
+38
| New | +$6.66K | ﹤0.01% | 646 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1.51K | – | 860 |
|
|
2023
Q1 | $1.51K | Hold |
10
| – | – | ﹤0.01% | 721 |
|
|
2022
Q4 | $1.76K | Hold |
10
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 788 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $2K | Sell |
10
-24
| -71% | -$4.8K | ﹤0.01% | 746 |
|
|
2021
Q4 | $6K | Sell |
34
-9
| -21% | -$1.59K | ﹤0.01% | 785 |
|
|
2021
Q3 | $7K | Buy |
43
+33
| +330% | +$5.37K | ﹤0.01% | 742 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 880 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 915 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 671 |
|
|
2017
Q1 | – | Sell |
-89
| Closed | -$8K | – | 946 |
|
|
2016
Q4 | $8K | Sell |
89
-478
| -84% | -$43K | 0.01% | 626 |
|
|
2016
Q3 | $49K | Buy |
+567
| New | +$49K | 0.03% | 325 |
|