TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $569K | Buy |
3,243
+114
| +4% | +$20K | 0.08% | 218 |
|
|
2024
Q3 | $552K | Buy |
3,129
+4
| +0.1% | +$706 | 0.08% | 214 |
|
|
2024
Q2 | $519K | Buy |
3,125
+130
| +4% | +$21.6K | 0.08% | 199 |
|
|
2024
Q1 | $520K | Buy |
2,995
+77
| +3% | +$13.4K | 0.09% | 197 |
|
|
2023
Q4 | $477K | Sell |
2,918
-79
| -3% | -$12.9K | 0.09% | 195 |
|
|
2023
Q3 | $453K | Sell |
2,997
-68
| -2% | -$10.3K | 0.09% | 182 |
|
|
2023
Q2 | $513K | Buy |
3,065
+69
| +2% | +$11.5K | 0.1% | 175 |
|
|
2023
Q1 | $452K | Buy |
2,996
+30
| +1% | +$4.52K | 0.1% | 181 |
|
|
2022
Q4 | $521K | Buy |
2,966
+197
| +7% | +$34.6K | 0.12% | 168 |
|
|
2022
Q3 | $505K | Buy |
2,769
+143
| +5% | +$26.1K | 0.12% | 156 |
|
|
2022
Q2 | $473K | Buy |
2,626
+33
| +1% | +$5.94K | 0.1% | 165 |
|
|
2022
Q1 | $511K | Buy |
2,593
+4
| +0.2% | +$788 | 0.09% | 177 |
|
|
2021
Q4 | $432K | Buy |
2,589
+17
| +0.7% | +$2.84K | 0.08% | 205 |
|
|
2021
Q3 | $422K | Buy |
2,572
+68
| +3% | +$11.2K | 0.08% | 199 |
|
|
2021
Q2 | $409K | Buy |
2,504
+62
| +3% | +$10.1K | 0.08% | 192 |
|
|
2021
Q1 | $371K | Sell |
2,442
-31
| -1% | -$4.71K | 0.09% | 181 |
|
|
2020
Q4 | $383K | Sell |
2,473
-34
| -1% | -$5.27K | 0.09% | 172 |
|
|
2020
Q3 | $408K | Buy |
2,507
+57
| +2% | +$9.28K | 0.11% | 156 |
|
|
2020
Q2 | $451K | Sell |
2,450
-120
| -5% | -$22.1K | 0.14% | 131 |
|
|
2020
Q1 | $399K | Buy |
2,570
+380
| +17% | +$59K | 0.16% | 131 |
|
|
2019
Q4 | $319K | Buy |
2,190
+93
| +4% | +$13.5K | 0.11% | 166 |
|
|
2019
Q3 | $299K | Buy |
2,097
+209
| +11% | +$29.8K | 0.1% | 166 |
|
|
2019
Q2 | $258K | Buy |
1,888
+77
| +4% | +$10.5K | 0.12% | 143 |
|
|
2019
Q1 | $251K | Sell |
1,811
-588
| -25% | -$81.5K | 0.12% | 145 |
|
|
2018
Q4 | $304K | Buy |
+2,399
| New | +$304K | 0.19% | 118 |
|