Annex Advisory Services’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 | $1.84M | Buy |
38,538
+1,790
| +5% | +$85.4K | 0.04% | 131 |
|
|
2025
Q1 | $1.73M | Sell |
36,748
-5,908
| -14% | -$277K | 0.05% | 129 |
|
|
2024
Q4 | $1.92M | Buy |
42,656
+14,155
| +50% | +$636K | 0.06% | 123 |
|
|
2024
Q3 | $1.66M | Buy |
28,501
+7,105
| +33% | +$414K | 0.05% | 120 |
|
|
2024
Q2 | $1.17M | Buy |
21,396
+5,042
| +31% | +$276K | 0.04% | 128 |
|
|
2024
Q1 | $948K | Buy |
16,354
+1,131
| +7% | +$65.6K | 0.03% | 133 |
|
|
2023
Q4 | $916K | Buy |
15,223
+4,734
| +45% | +$285K | 0.04% | 125 |
|
|
2023
Q3 | $570K | Buy |
10,489
+4,767
| +83% | +$259K | 0.03% | 140 |
|
|
2023
Q2 | $277K | Buy |
+5,722
| New | +$277K | 0.02% | 205 |
|