Beacon Pointe Advisors’s Jack Henry & Associates JKHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,262	Closed	-$408K	–	1462
2025 Q2	$408K	Sell	2,262 -10	-0.4%	-$1.78K	﹤0.01%	949
2025 Q1	$415K	Sell	2,272 -77	-3%	-$13.4K	﹤0.01%	905
2024 Q4	$412K	Sell	2,349 -1,053	-31%	-$188K	﹤0.01%	894
2024 Q3	$601K	Sell	3,402 -207	-6%	-$35K	0.01%	788
2024 Q2	$599K	Buy	3,609 +9	+0.3%	+$1.49K	0.01%	815
2024 Q1	$625K	Sell	3,600 -364	-9%	-$62K	0.01%	833
2023 Q4	$648K	Sell	3,964 -619	-14%	-$94.8K	0.01%	806
2023 Q3	$693K	Buy	4,583 +3,352	+272%	+$541K	0.01%	748
2023 Q2	$206K	Buy	+1,231	New	+$192K	﹤0.01%	1003
2023 Q1	–	Sell	-2,470	Closed	-$434K	–	1179
2022 Q4	$434K	Buy	2,470 +190	+8%	+$35.1K	0.01%	741
2022 Q3	$415K	Buy	2,280 +22	+1%	+$4.32K	0.01%	698
2022 Q2	$407K	Buy	+2,258	New	+$423K	0.01%	718