Abound Wealth Management’s St. Joe Company JOE Stock Holding History

Abound Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251	Hold	4	–	–	﹤0.01%	1065
2026 Q1	$252	Hold	4	–	–	﹤0.01%	1165
2025 Q4	$238	Hold	4	–	–	﹤0.01%	1122
2025 Q3	$198	Hold	4	–	–	﹤0.01%	1119
2025 Q2	$191	Hold	4	–	–	﹤0.01%	1046
2025 Q1	$188	Hold	4	–	–	﹤0.01%	1009
2024 Q4	$180	Hold	4	–	–	﹤0.01%	1111
2024 Q3	$234	Sell	4 -3	-43%	-$176	﹤0.01%	1075
2024 Q2	$383	Hold	7	–	–	﹤0.01%	907
2024 Q1	$406	Hold	7	–	–	﹤0.01%	985
2023 Q4	$422	Sell	7 -1	-13%	-$53	﹤0.01%	998
2023 Q3	$435	Hold	8	–	–	﹤0.01%	849
2023 Q2	$387	Buy	+8	New	+$349	﹤0.01%	944
2022 Q4	–	Sell	-10	Closed	-$321	–	763
2022 Q3	$321	Buy	+10	New	+$388	﹤0.01%	686

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Handelsbanken Fonder

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First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return