Accordant Advisory Group’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
80,493
+5,162
| +7% | +$246K | 2.86% | 11 |
|
|
2025
Q1 | $3.54M | Buy |
75,331
+23,104
| +44% | +$1.08M | 3.46% | 11 |
|
|
2024
Q4 | $2.35M | Buy |
52,227
+23,333
| +81% | +$1.05M | 2.26% | 13 |
|
|
2024
Q3 | $1.68M | Buy |
28,894
+5,783
| +25% | +$337K | 1.34% | 24 |
|
|
2024
Q2 | $1.26M | Buy |
23,111
+2,010
| +10% | +$110K | 1.2% | 31 |
|
|
2024
Q1 | $1.22M | Buy |
+21,101
| New | +$1.22M | 0.91% | 35 |
|