Robertson Stephens Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
1,181
-233
-16% -$42K 0.01% 520
2025
Q1
$258K Sell
1,414
-288
-17% -$52.6K 0.01% 471
2024
Q4
$298K Sell
1,702
-1,875
-52% -$329K 0.01% 468
2024
Q3
$631K Buy
+3,577
New +$631K 0.02% 356