Chicago Partners Investment 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 | $358K | Sell |
7,159
-1,161
| -14% | -$58K | 0.01% | 755 |
|
|
2025
Q1 | $364K | Buy |
8,320
+143
| +2% | +$6.26K | 0.01% | 622 |
|
|
2024
Q4 | $360K | Sell |
8,177
-2,884
| -26% | -$127K | 0.01% | 594 |
|
|
2024
Q3 | $628K | Buy |
11,061
+414
| +4% | +$23.5K | 0.02% | 432 |
|
|
2024
Q2 | $663K | Buy |
10,647
+703
| +7% | +$43.8K | 0.03% | 402 |
|
|
2024
Q1 | $567K | Sell |
9,944
-213
| -2% | -$12.1K | 0.02% | 414 |
|
|
2023
Q4 | $565K | Buy |
10,157
+101
| +1% | +$5.62K | 0.03% | 399 |
|
|
2023
Q3 | $489K | Buy |
10,056
+1,681
| +20% | +$81.7K | 0.03% | 412 |
|
|
2023
Q2 | $520K | Sell |
8,375
-367
| -4% | -$22.8K | 0.03% | 410 |
|
|
2023
Q1 | $361K | Buy |
8,742
+418
| +5% | +$17.2K | 0.02% | 468 |
|
|
2022
Q4 | $397K | Buy |
8,324
+1,549
| +23% | +$73.8K | 0.02% | 429 |
|
|
2022
Q3 | $239K | Sell |
6,775
-433
| -6% | -$15.3K | 0.02% | 485 |
|
|
2022
Q2 | $303K | Buy |
7,208
+61
| +0.9% | +$2.56K | 0.02% | 437 |
|
|
2022
Q1 | $342K | Buy |
7,147
+1
| +0% | +$48 | 0.03% | 396 |
|
|
2021
Q4 | $337K | Buy |
7,146
+119
| +2% | +$5.61K | 0.02% | 415 |
|
|
2021
Q3 | $368K | Buy |
7,027
+2,132
| +44% | +$112K | 0.03% | 400 |
|
|
2021
Q2 | $217K | Sell |
4,895
-1,353
| -22% | -$60K | 0.02% | 487 |
|
|
2021
Q1 | $287K | Buy |
6,248
+37
| +0.6% | +$1.7K | 0.02% | 406 |
|
|
2020
Q4 | $278K | Buy |
+6,211
| New | +$278K | 0.03% | 382 |
|