Creative Planning’s Joby Aviation JOBY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.79M Buy
2025
Q2
$2.29M Buy
2025
Q1
$1.23M Buy
2024
Q4
$646K Buy
2024
Q3
$279K Buy
2024
Q2
$152K Buy
2024
Q1
$117K Buy
2023
Q4
$114K Buy
2023
Q3
$86.2K Buy
2023
Q2
Sell
2023
Q1
$54.1K Sell
2022
Q4
$47.6K Buy
2022
Q3
$59K Buy
2022
Q2
$60K Buy