Stiles Financial Services’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	-1,380	Closed	-$206K	–	178
2025 Q3	$206K	Sell	1,380 -258	-16%	-$42.8K	0.06%	175
2025 Q2	$295K	Sell	1,638 -161	-9%	-$28.6K	0.1%	146
2025 Q1	$328K	Sell	1,799 -1,629	-48%	-$284K	0.13%	132
2024 Q4	$601K	Sell	3,428 -75	-2%	-$13.4K	0.22%	107
2024 Q3	$619K	Sell	3,503 -13	-0.4%	-$2.2K	0.22%	97
2024 Q2	$584K	Sell	3,516 -174	-5%	-$28.9K	0.22%	95
2024 Q1	$641K	Sell	3,690 -298	-7%	-$50.7K	0.26%	92
2023 Q4	$652K	Sell	3,988 -592	-13%	-$90.7K	0.3%	89
2023 Q3	$692K	Sell	4,580 -22	-0.5%	-$3.55K	0.36%	84
2023 Q2	$770K	Buy	4,602 +53	+1%	+$8.25K	0.38%	75
2023 Q1	$686K	Buy	4,549 +416	+10%	+$69.4K	0.37%	82
2022 Q4	$726K	Buy	4,133 +8	+0.2%	+$1.48K	0.41%	69
2022 Q3	$752K	Buy	4,125 +258	+7%	+$50.6K	0.46%	63
2022 Q2	$696K	Buy	3,867 +32	+0.8%	+$5.99K	0.42%	70
2022 Q1	$756K	Sell	3,835 -95	-2%	-$16.6K	0.38%	74
2021 Q4	$656K	Buy	+3,930	New	+$636K	0.32%	89