Stratos Wealth Partners’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 | $3.6M | Buy |
19,994
+815
| +4% | +$147K | 0.05% | 353 |
|
|
2025
Q1 | $3.5M | Buy |
19,179
+1,251
| +7% | +$228K | 0.05% | 327 |
|
|
2024
Q4 | $3.14M | Buy |
17,928
+608
| +4% | +$107K | 0.04% | 364 |
|
|
2024
Q3 | $3.06M | Buy |
17,320
+1,064
| +7% | +$188K | 0.04% | 361 |
|
|
2024
Q2 | $2.7M | Buy |
16,256
+594
| +4% | +$98.6K | 0.04% | 372 |
|
|
2024
Q1 | $2.72M | Buy |
15,662
+831
| +6% | +$144K | 0.05% | 372 |
|
|
2023
Q4 | $2.42M | Sell |
14,831
-854
| -5% | -$140K | 0.05% | 375 |
|
|
2023
Q3 | $2.37M | Buy |
15,685
+1,440
| +10% | +$218K | 0.05% | 346 |
|
|
2023
Q2 | $2.38M | Buy |
14,245
+1,158
| +9% | +$194K | 0.05% | 315 |
|
|
2023
Q1 | $1.97M | Buy |
13,087
+738
| +6% | +$111K | 0.05% | 324 |
|
|
2022
Q4 | $2.17M | Sell |
12,349
-83
| -0.7% | -$14.6K | 0.05% | 332 |
|
|
2022
Q3 | $2.27M | Sell |
12,432
-917
| -7% | -$167K | 0.06% | 290 |
|
|
2022
Q2 | $2.4M | Buy |
13,349
+365
| +3% | +$65.7K | 0.06% | 285 |
|
|
2022
Q1 | $2.56M | Buy |
12,984
+485
| +4% | +$95.6K | 0.06% | 310 |
|
|
2021
Q4 | $2.09M | Buy |
12,499
+1,353
| +12% | +$226K | 0.05% | 344 |
|
|
2021
Q3 | $1.83M | Buy |
11,146
+685
| +7% | +$112K | 0.05% | 343 |
|
|
2021
Q2 | $1.71M | Buy |
10,461
+904
| +9% | +$148K | 0.04% | 387 |
|
|
2021
Q1 | $1.45M | Buy |
9,557
+844
| +10% | +$128K | 0.04% | 394 |
|
|
2020
Q4 | $1.41M | Buy |
8,713
+613
| +8% | +$99.3K | 0.04% | 354 |
|
|
2020
Q3 | $1.32M | Buy |
8,100
+104
| +1% | +$16.9K | 0.04% | 334 |
|
|
2020
Q2 | $1.47M | Buy |
7,996
+1,560
| +24% | +$287K | 0.05% | 310 |
|
|
2020
Q1 | $999K | Sell |
6,436
-1,918
| -23% | -$298K | 0.05% | 330 |
|
|
2019
Q4 | $1.22M | Buy |
8,354
+151
| +2% | +$22K | 0.05% | 336 |
|
|
2019
Q3 | $1.2M | Buy |
8,203
+272
| +3% | +$39.7K | 0.05% | 331 |
|
|
2019
Q2 | $1.06M | Buy |
7,931
+916
| +13% | +$123K | 0.05% | 353 |
|
|
2019
Q1 | $973K | Buy |
7,015
+670
| +11% | +$92.9K | 0.04% | 367 |
|
|
2018
Q4 | $803K | Buy |
6,345
+506
| +9% | +$64K | 0.04% | 388 |
|
|
2018
Q3 | $935K | Buy |
5,839
+531
| +10% | +$85K | 0.04% | 348 |
|
|
2018
Q2 | $692K | Buy |
5,308
+415
| +8% | +$54.1K | 0.03% | 457 |
|
|
2018
Q1 | $592K | Buy |
4,893
+67
| +1% | +$8.11K | 0.02% | 495 |
|
|
2017
Q4 | $564K | Buy |
4,826
+400
| +9% | +$46.7K | 0.03% | 491 |
|
|
2017
Q3 | $455K | Buy |
4,426
+290
| +7% | +$29.8K | 0.02% | 532 |
|
|
2017
Q2 | $430K | Buy |
4,136
+274
| +7% | +$28.5K | 0.02% | 508 |
|
|
2017
Q1 | $360K | Buy |
3,862
+1,241
| +47% | +$116K | 0.02% | 513 |
|
|
2016
Q4 | $233K | Buy |
2,621
+81
| +3% | +$7.2K | 0.01% | 599 |
|
|
2016
Q3 | $217K | Buy |
+2,540
| New | +$217K | 0.01% | 602 |
|
|
2015
Q4 | – | Sell |
-3,889
| Closed | -$271K | – | 609 |
|
|
2015
Q3 | $271K | Buy |
+3,889
| New | +$271K | 0.03% | 402 |
|