Rockbridge Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-87
| Closed | -$14.2K | – | 385 |
|
2023
Q4 | $14.2K | Buy |
+87
| New | +$14.2K | ﹤0.01% | 365 |
|
2022
Q3 | – | Sell |
-87
| Closed | -$15.7K | – | 361 |
|
2022
Q2 | $15.7K | Hold |
87
| – | – | ﹤0.01% | 318 |
|
2022
Q1 | $17.4K | Hold |
87
| – | – | ﹤0.01% | 431 |
|
2021
Q4 | $15K | Hold |
87
| – | – | ﹤0.01% | 513 |
|
2021
Q3 | $14K | Hold |
87
| – | – | ﹤0.01% | 478 |
|
2021
Q2 | $14K | Hold |
87
| – | – | ﹤0.01% | 472 |
|
2021
Q1 | $13K | Sell |
87
-36
| -29% | -$5.38K | ﹤0.01% | 471 |
|
2020
Q4 | $20K | Hold |
123
| – | – | ﹤0.01% | 416 |
|
2020
Q3 | $20K | Hold |
123
| – | – | ﹤0.01% | 381 |
|
2020
Q2 | $23K | Buy |
+123
| New | +$23K | 0.01% | 327 |
|