Waverly Advisors’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 | $288K | Sell |
1,596
-30
| -2% | -$5.41K | ﹤0.01% | 982 |
|
|
2025
Q1 | $297K | Buy |
+1,626
| New | +$297K | ﹤0.01% | 927 |
|
|
2018
Q1 | – | Sell |
-2,945
| Closed | -$344K | – | 278 |
|
|
2017
Q4 | $344K | Hold |
2,945
| – | – | 0.05% | 183 |
|
|
2017
Q3 | $303K | Hold |
2,945
| – | – | 0.07% | 178 |
|
|
2017
Q2 | $306K | Hold |
2,945
| – | – | 0.08% | 174 |
|
|
2017
Q1 | $274K | Hold |
2,945
| – | – | 0.07% | 180 |
|
|
2016
Q4 | $261K | Sell |
2,945
-100
| -3% | -$8.86K | 0.1% | 92 |
|
|
2016
Q3 | $260K | Hold |
3,045
| – | – | 0.11% | 75 |
|
|
2016
Q2 | $266K | Sell |
3,045
-221
| -7% | -$19.3K | 0.12% | 66 |
|
|
2016
Q1 | $276K | Sell |
3,266
-459
| -12% | -$38.8K | 0.17% | 61 |
|
|
2015
Q4 | $291K | Buy |
+3,725
| New | +$291K | 0.13% | 92 |
|