Marshall Financial Group (Maryland)’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 Q4	–	Sell	-6,644	Closed	-$989K	–	298
2025 Q3	$989K	Buy	6,644 +274	+4%	+$45.5K	0.19%	134
2025 Q2	$1.15M	Buy	6,370 +26	+0.4%	+$4.62K	0.23%	103
2025 Q1	$1.16M	Buy	6,344 +315	+5%	+$55K	0.25%	93
2024 Q4	$1.06M	Buy	6,029 +197	+3%	+$35.2K	0.26%	101
2024 Q3	$1.03M	Buy	5,832 +28	+0.5%	+$4.74K	0.25%	112
2024 Q2	$964K	Buy	+5,804	New	+$964K	0.27%	100
2023 Q4	–	Sell	-5,300	Closed	-$801K	–	184
2023 Q3	$801K	Sell	5,300 -30	-0.6%	-$4.84K	0.29%	87
2023 Q2	$892K	Buy	5,330 +159	+3%	+$24.8K	0.3%	81
2023 Q1	$779K	Sell	5,171 -396	-7%	-$66.1K	0.28%	96
2022 Q4	$977K	Buy	5,567 +143	+3%	+$26.4K	0.38%	93
2022 Q3	$989K	Sell	5,424 -15	-0.3%	-$2.94K	0.42%	67
2022 Q2	$979K	Sell	5,439 -1,307	-19%	-$245K	0.39%	71
2022 Q1	$1.33M	Sell	6,746 -60	-0.9%	-$10.5K	0.54%	55
2021 Q4	$1.14M	Buy	6,806 +464	+7%	+$75.1K	0.42%	81
2021 Q3	$1.04M	Buy	6,342 +353	+6%	+$60.7K	0.54%	55
2021 Q2	$979K	Sell	5,989 -660	-10%	-$105K	0.53%	62
2021 Q1	$1.01M	Buy	6,649 +304	+5%	+$46.4K	0.6%	69
2020 Q4	$1.03M	Buy	+6,345	New	+$1.01M	0.67%	61