Heritage Oak Wealth 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
2024 Q4	–	Sell	-1,647	Closed	-$291K	–	131
2024 Q3	$291K	Buy	+1,647	New	+$291K	0.13%	109