SVB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,491
| Closed | -$262K | – | 1049 |
|
|
2022
Q4 | $262K | Sell |
1,491
-926
| -38% | -$163K | ﹤0.01% | 797 |
|
|
2022
Q3 | $441K | Buy |
+2,417
| New | +$441K | 0.01% | 560 |
|
|
2018
Q2 | – | Sell |
-2,230
| Closed | -$270K | – | 447 |
|
|
2018
Q1 | $270K | Hold |
2,230
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $261K | Sell |
2,230
-3,947
| -64% | -$462K | 0.01% | 419 |
|
|
2017
Q3 | $635K | Hold |
6,177
| – | – | 0.02% | 320 |
|
|
2017
Q2 | $642K | Hold |
6,177
| – | – | 0.03% | 322 |
|
|
2017
Q1 | $575K | Buy |
6,177
+670
| +12% | +$62.4K | 0.02% | 330 |
|
|
2016
Q4 | $489K | Hold |
5,507
| – | – | 0.02% | 344 |
|
|
2016
Q3 | $471K | Buy |
5,507
+2,567
| +87% | +$220K | 0.02% | 350 |
|
|
2016
Q2 | $257K | Buy |
+2,940
| New | +$257K | 0.01% | 446 |
|