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SFMG Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

SFMG Wealth Advisors’s Portfolio JKHY Stock Details JKHY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$238K Buy
1,322
+29
+2% +$5.23K 0.02% 238
2025
Q1 		$236K Sell
1,293
-10
-0.8% -$1.83K 0.02% 237
2024
Q4 		$228K Hold
1,303
– – 0.02% 235
2024
Q3 		$230K Hold
1,303
– – 0.02% 225
2024
Q2 		$216K Hold
1,303
– – 0.02% 234
2024
Q1 		$226K Hold
1,303
– – 0.02% 230
2023
Q4 		$213K Buy
+1,303
New +$213K 0.02% 232
2023
Q3 		– Sell
-1,303
Closed -$218K – 268
2023
Q2 		$218K Buy
+1,303
New +$218K 0.02% 218
2023
Q1 		– Sell
-1,303
Closed -$229K – 268
2022
Q4 		$229K Hold
1,303
– – 0.03% 211
2022
Q3 		$236K Hold
1,303
– – 0.03% 198
2022
Q2 		$235K Sell
1,303
-1,430
-52% -$258K 0.03% 209
2022
Q1 		$539K Hold
2,733
– – 0.05% 134
2021
Q4 		$456K Sell
2,733
-670
-20% -$112K 0.04% 161
2021
Q3 		$558K Buy
3,403
+53
+2% +$8.69K 0.06% 133
2021
Q2 		$548K Hold
3,350
– – 0.06% 142
2021
Q1 		$508K Hold
3,350
– – 0.06% 138
2020
Q4 		$543K Hold
3,350
– – 0.07% 119
2020
Q3 		$545K Hold
3,350
– – 0.08% 100
2020
Q2 		$617K Sell
3,350
-63
-2% -$11.6K 0.09% 83
2020
Q1 		$530K Hold
3,413
– – 0.08% 71
2019
Q4 		$497K Hold
3,413
– – 0.06% 105
2019
Q3 		$498K Sell
3,413
-845
-20% -$123K 0.07% 91
2019
Q2 		$597K Hold
4,258
– – 0.08% 75
2019
Q1 		$591K Hold
4,258
– – 0.09% 65
2018
Q4 		$539K Hold
4,258
– – 0.09% 67
2018
Q3 		$635K Hold
4,258
– – 0.1% 58
2018
Q2 		$555K Sell
4,258
-624
-13% -$81.3K 0.09% 67
2018
Q1 		$590K Hold
4,882
– – 0.1% 63
2017
Q4 		$571K Hold
4,882
– – 0.09% 66
2017
Q3 		$502K Hold
4,882
– – 0.1% 66
2017
Q2 		$507K Hold
4,882
– – 0.11% 64
2017
Q1 		$455K Sell
4,882
-1,076
-18% -$100K 0.09% 67
2016
Q4 		$529K Sell
5,958
-46,042
-89% -$4.09M 0.11% 59
2016
Q3 		$4.45M Sell
52,000
-20,000
-28% -$1.71M 0.98% 16
2016
Q2 		$6.28M Hold
72,000
– – 1.4% 15
2016
Q1 		$6.09M Sell
72,000
-1,200
-2% -$101K 1.34% 16
2015
Q4 		$5.71M Hold
73,200
– – 1.3% 13
2015
Q3 		$5.1M Hold
73,200
– – 1.23% 14
2015
Q2 		$4.74M Sell
73,200
-74,500
-50% -$4.82M 1.06% 14
2015
Q1 		$10.3M Buy
147,700
+74,500
+102% +$5.21M 0.83% 16
2014
Q4 		$4.55M Hold
73,200
– – 1.01% 15
2014
Q3 		$4.07M Hold
73,200
– – 1.28% 12
2014
Q2 		$4.35M Hold
73,200
– – 1.5% 11
2014
Q1 		$4.08M Hold
73,200
– – 1.37% 12
2013
Q4 		$4.33M Buy
73,200
+5,658
+8% +$335K 1.49% 12
2013
Q3 		$3.49M Hold
67,542
– – 1.4% 12
2013
Q2 		$3.18M Buy
+67,542
New +$3.18M 1.27% 13