Ritholtz Wealth Management’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 | $634K | Buy |
3,520
+129
| +4% | +$23.2K | 0.01% | 573 |
|
|
2025
Q1 | $619K | Buy |
3,391
+768
| +29% | +$140K | 0.02% | 532 |
|
|
2024
Q4 | $460K | Buy |
2,623
+11
| +0.4% | +$1.93K | 0.01% | 588 |
|
|
2024
Q3 | $461K | Buy |
2,612
+129
| +5% | +$22.8K | 0.01% | 583 |
|
|
2024
Q2 | $412K | Sell |
2,483
-418
| -14% | -$69.4K | 0.01% | 575 |
|
|
2024
Q1 | $504K | Sell |
2,901
-1
| -0% | -$174 | 0.02% | 525 |
|
|
2023
Q4 | $474K | Sell |
2,902
-1,227
| -30% | -$201K | 0.02% | 502 |
|
|
2023
Q3 | $624K | Sell |
4,129
-1,486
| -26% | -$225K | 0.03% | 405 |
|
|
2023
Q2 | $940K | Buy |
5,615
+1,786
| +47% | +$299K | 0.04% | 288 |
|
|
2023
Q1 | $577K | Sell |
3,829
-790
| -17% | -$119K | 0.03% | 372 |
|
|
2022
Q4 | $811K | Sell |
4,619
-13,197
| -74% | -$2.32M | 0.05% | 273 |
|
|
2022
Q3 | $3.25M | Buy |
17,816
+14,350
| +414% | +$2.62M | 0.17% | 78 |
|
|
2022
Q2 | $624K | Buy |
3,466
+2,132
| +160% | +$384K | 0.04% | 266 |
|
|
2022
Q1 | $263K | Buy |
1,334
+32
| +2% | +$6.31K | 0.02% | 441 |
|
|
2021
Q4 | $217K | Hold |
1,302
| – | – | 0.01% | 481 |
|
|
2021
Q3 | $214K | Hold |
1,302
| – | – | 0.01% | 451 |
|
|
2021
Q2 | $213K | Buy |
+1,302
| New | +$213K | 0.02% | 439 |
|