Schechter Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,222
Closed -$203K 690
2024
Q2
$203K Sell
1,222
-39
-3% -$6.48K 0.02% 563
2024
Q1
$219K Buy
1,261
+34
+3% +$5.91K 0.02% 565
2023
Q4
$201K Buy
+1,227
New +$201K 0.02% 565
2023
Q1
Sell
-1,239
Closed -$218K 721
2022
Q4
$218K Sell
1,239
-244
-16% -$42.8K 0.02% 729
2022
Q3
$270K Sell
1,483
-66
-4% -$12K 0.03% 740
2022
Q2
$278K Buy
+1,549
New +$278K 0.03% 736