SteelPeak Wealth’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,146
| Closed | -$209K | – | 542 |
|
|
2025
Q1 | $209K | Buy |
1,146
+4
| +0.4% | +$730 | 0.01% | 457 |
|
|
2024
Q4 | $200K | Buy |
+1,142
| New | +$200K | 0.01% | 455 |
|
|
2023
Q2 | – | Sell |
-11,042
| Closed | -$1.66M | – | 423 |
|
|
2023
Q1 | $1.66M | Buy |
11,042
+6,371
| +136% | +$960K | 0.11% | 133 |
|
|
2022
Q4 | $820K | Sell |
4,671
-3,696
| -44% | -$649K | 0.06% | 189 |
|
|
2022
Q3 | $1.53M | Sell |
8,367
-519
| -6% | -$94.6K | 0.11% | 131 |
|
|
2022
Q2 | $1.6M | Buy |
+8,886
| New | +$1.6M | 0.12% | 128 |
|