Creative Planning’s John B. Sanfilippo & Son JBSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
+32,148
| New | +$2.03M | ﹤0.01% | 1296 |
|
|
2025
Q1 | – | Sell |
-60
| Closed | -$5.23K | – | 3569 |
|
|
2024
Q4 | $5.23K | Buy |
+60
| New | +$5.23K | ﹤0.01% | 3390 |
|
|
2017
Q3 | – | Sell |
-565
| Closed | -$36K | – | 2748 |
|
|
2017
Q2 | $36K | Sell |
565
-95
| -14% | -$6.05K | ﹤0.01% | 2756 |
|
|
2017
Q1 | $48K | Hold |
660
| – | – | ﹤0.01% | 2483 |
|
|
2016
Q4 | $46K | Hold |
660
| – | – | ﹤0.01% | 2434 |
|
|
2016
Q3 | $34K | Buy |
+660
| New | +$34K | ﹤0.01% | 2630 |
|
|
2016
Q2 | – | Sell |
-129
| Closed | -$9K | – | 4269 |
|
|
2016
Q1 | $9K | Buy |
+129
| New | +$9K | ﹤0.01% | 3250 |
|
|
2015
Q4 | – | Sell |
-154
| Closed | -$8K | – | 4345 |
|
|
2015
Q3 | $8K | Buy |
+154
| New | +$8K | ﹤0.01% | 3305 |
|