SFMG Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $539K | Hold |
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|
2021
Q4 | $456K | Sell |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $548K | Hold |
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|
2021
Q1 | $508K | Hold |
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|
2020
Q4 | $543K | Hold |
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|
2020
Q3 | $545K | Hold |
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|
2020
Q2 | $617K | Sell |
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|
2020
Q1 | $530K | Hold |
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|
2019
Q4 | $497K | Hold |
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|
2019
Q3 | $498K | Sell |
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|
2019
Q2 | $597K | Hold |
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|
2019
Q1 | $591K | Hold |
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|
2018
Q4 | $539K | Hold |
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|
2018
Q3 | $635K | Hold |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $590K | Hold |
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|
2017
Q4 | $571K | Hold |
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|
2017
Q3 | $502K | Hold |
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|
2017
Q2 | $507K | Hold |
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|
2017
Q1 | $455K | Sell |
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|
2016
Q4 | $529K | Sell |
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|
2016
Q3 | $4.45M | Sell |
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|
2016
Q2 | $6.28M | Hold |
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|
2016
Q1 | $6.09M | Sell |
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|
2015
Q4 | $5.71M | Hold |
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|
2015
Q3 | $5.09M | Hold |
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|
2015
Q2 | $4.74M | Sell |
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|
2015
Q1 | $10.3M | Buy |
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|
2014
Q4 | $4.55M | Hold |
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|
2014
Q3 | $4.07M | Hold |
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|
2014
Q2 | $4.35M | Hold |
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|
2014
Q1 | $4.08M | Hold |
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|
2013
Q4 | $4.33M | Buy |
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|
2013
Q3 | $3.49M | Hold |
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|
2013
Q2 | $3.18M | Buy |
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