Plante Moran Financial 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 Q1	–	Sell	-38	Closed	-$6.66K	–	891
2024 Q4	$6.66K	Buy	+38	New	+$6.79K	﹤0.01%	646
2023 Q2	–	Sell	-10	Closed	-$1.51K	–	860
2023 Q1	$1.51K	Hold	10	–	–	﹤0.01%	721
2022 Q4	$1.76K	Hold	10	–	–	﹤0.01%	746
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	788
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	821
2022 Q1	$2K	Sell	10 -24	-71%	-$4.2K	﹤0.01%	746
2021 Q4	$6K	Sell	34 -9	-21%	-$1.46K	﹤0.01%	785
2021 Q3	$7K	Buy	43 +33	+330%	+$5.67K	﹤0.01%	742
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	880
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	915
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	778
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	779
2020 Q2	$2K	Buy	+10	New	+$1.74K	﹤0.01%	672
2017 Q1	–	Sell	-89	Closed	-$8K	–	948
2016 Q4	$8K	Sell	89 -478	-84%	-$40.8K	0.01%	627
2016 Q3	$49K	Buy	+567	New	+$49.7K	0.03%	326