SWM
SeaCrest Wealth Management’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,265
| Closed | -$231K | – | 660 |
|
|
2025
Q1 | $231K | Sell |
1,265
-17
| -1% | -$3.1K | 0.03% | 573 |
|
|
2024
Q4 | $225K | Buy |
1,282
+118
| +10% | +$20.7K | 0.02% | 587 |
|
|
2024
Q3 | $205K | Buy |
+1,164
| New | +$205K | 0.02% | 605 |
|
|
2024
Q2 | – | Sell |
-1,194
| Closed | -$207K | – | 634 |
|
|
2024
Q1 | $207K | Sell |
1,194
-33
| -3% | -$5.73K | 0.03% | 558 |
|
|
2023
Q4 | $205K | Sell |
1,227
-2,220
| -64% | -$370K | 0.03% | 575 |
|
|
2023
Q3 | $521K | Sell |
3,447
-442
| -11% | -$66.8K | 0.07% | 292 |
|
|
2023
Q2 | $651K | Buy |
3,889
+229
| +6% | +$38.3K | 0.08% | 253 |
|
|
2023
Q1 | $552K | Buy |
3,660
+214
| +6% | +$32.3K | 0.07% | 294 |
|
|
2022
Q4 | $605K | Sell |
3,446
-175
| -5% | -$30.7K | 0.09% | 271 |
|
|
2022
Q3 | $660K | Sell |
3,621
-232
| -6% | -$42.3K | 0.1% | 222 |
|
|
2022
Q2 | $694K | Buy |
3,853
+212
| +6% | +$38.2K | 0.09% | 238 |
|
|
2022
Q1 | $717K | Buy |
3,641
+65
| +2% | +$12.8K | 0.08% | 256 |
|
|
2021
Q4 | $597K | Sell |
3,576
-350
| -9% | -$58.4K | 0.07% | 301 |
|
|
2021
Q3 | $644K | Buy |
3,926
+159
| +4% | +$26.1K | 0.08% | 265 |
|
|
2021
Q2 | $616K | Buy |
3,767
+776
| +26% | +$127K | 0.07% | 291 |
|
|
2021
Q1 | $454K | Sell |
2,991
-133
| -4% | -$20.2K | 0.06% | 334 |
|
|
2020
Q4 | $506K | Sell |
3,124
-54
| -2% | -$8.75K | 0.07% | 290 |
|
|
2020
Q3 | $517K | Sell |
3,178
-20
| -0.6% | -$3.25K | 0.08% | 239 |
|
|
2020
Q2 | $589K | Sell |
3,198
-25
| -0.8% | -$4.6K | 0.1% | 225 |
|
|
2020
Q1 | $500K | Sell |
3,223
-280
| -8% | -$43.4K | 0.11% | 210 |
|
|
2019
Q4 | $510K | Sell |
3,503
-80
| -2% | -$11.6K | 0.09% | 275 |
|
|
2019
Q3 | $523K | Sell |
3,583
-44
| -1% | -$6.42K | 0.1% | 248 |
|
|
2019
Q2 | $486K | Sell |
3,627
-56
| -2% | -$7.5K | 0.1% | 250 |
|
|
2019
Q1 | $511K | Sell |
3,683
-26
| -0.7% | -$3.61K | 0.09% | 227 |
|
|
2018
Q4 | $469K | Sell |
3,709
-415
| -10% | -$52.5K | 0.1% | 218 |
|
|
2018
Q3 | $660K | Sell |
4,124
-305
| -7% | -$48.8K | 0.11% | 192 |
|
|
2018
Q2 | $577K | Sell |
4,429
-80
| -2% | -$10.4K | 0.1% | 218 |
|
|
2018
Q1 | $545K | Sell |
4,509
-822
| -15% | -$99.4K | 0.1% | 222 |
|
|
2017
Q4 | $624K | Buy |
+5,331
| New | +$624K | 0.11% | 192 |
|