Heritage Family Offices’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	$400K	Hold	2,238	–	–	0.2%	105
2025 Q1	$409K	Buy	2,238 +120	+6%	+$21.9K	0.21%	104
2024 Q4	$371K	Sell	2,118 -64	-3%	-$11.2K	0.19%	109
2024 Q3	$385K	Buy	2,182 +2	+0.1%	+$353	0.2%	104
2024 Q2	$362K	Buy	+2,180	New	+$362K	0.2%	101