Arete Wealth Advisors’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 | $280K | Buy |
5,860
+393
| +7% | +$18.8K | 0.02% | 584 |
|
|
2025
Q1 | $257K | Buy |
5,467
+420
| +8% | +$19.7K | 0.02% | 594 |
|
|
2024
Q4 | $226K | Buy |
5,047
+243
| +5% | +$10.9K | 0.02% | 657 |
|
|
2024
Q3 | $279K | Buy |
4,804
+356
| +8% | +$20.7K | 0.02% | 541 |
|
|
2024
Q2 | $239K | Buy |
+4,448
| New | +$239K | 0.02% | 605 |
|
|
2022
Q3 | – | Sell |
-3,523
| Closed | -$223K | – | 607 |
|
|
2022
Q2 | $223K | Sell |
3,523
-3,062
| -46% | -$194K | 0.02% | 405 |
|
|
2022
Q1 | $390K | Sell |
6,585
-304
| -4% | -$18K | 0.03% | 339 |
|
|
2021
Q4 | $360K | Buy |
+6,889
| New | +$360K | 0.03% | 348 |
|
|
2021
Q3 | – | Sell |
-8,168
| Closed | -$353K | – | 434 |
|
|
2021
Q2 | $353K | Buy |
+8,168
| New | +$353K | 0.05% | 242 |
|