Creative Planning’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 | $471K | Buy |
9,872
+391
| +4% | +$18.7K | ﹤0.01% | 2508 |
|
|
2025
Q1 | $445K | Buy |
+9,481
| New | +$445K | ﹤0.01% | 2379 |
|
|
2024
Q4 | – | Sell |
-9,271
| Closed | -$541K | – | 3612 |
|
|
2024
Q3 | $541K | Sell |
9,271
-197
| -2% | -$11.5K | ﹤0.01% | 2042 |
|
|
2024
Q2 | $518K | Buy |
9,468
+3,524
| +59% | +$193K | ﹤0.01% | 1905 |
|
|
2024
Q1 | $345K | Buy |
5,944
+862
| +17% | +$50K | ﹤0.01% | 2124 |
|
|
2023
Q4 | $306K | Sell |
5,082
-1,297
| -20% | -$78.1K | ﹤0.01% | 2074 |
|
|
2023
Q3 | $347K | Buy |
6,379
+1,745
| +38% | +$94.8K | ﹤0.01% | 1810 |
|
|
2023
Q2 | $224K | Buy |
+4,634
| New | +$224K | ﹤0.01% | 2123 |
|
|
2017
Q3 | – | Sell |
-2,736
| Closed | -$51K | – | 2759 |
|
|
2017
Q2 | $51K | Hold |
2,736
| – | – | ﹤0.01% | 2479 |
|
|
2017
Q1 | $47K | Hold |
2,736
| – | – | ﹤0.01% | 2499 |
|
|
2016
Q4 | $52K | Buy |
2,736
+11
| +0.4% | +$209 | ﹤0.01% | 2343 |
|
|
2016
Q3 | $50K | Buy |
2,725
+2,000
| +276% | +$36.7K | ﹤0.01% | 2341 |
|
|
2016
Q2 | $13K | Sell |
725
-500
| -41% | -$8.97K | ﹤0.01% | 3035 |
|
|
2016
Q1 | $21K | Sell |
1,225
-500
| -29% | -$8.57K | ﹤0.01% | 2704 |
|
|
2015
Q4 | $32K | Buy |
1,725
+500
| +41% | +$9.28K | ﹤0.01% | 2453 |
|
|
2015
Q3 | $23K | Buy |
+1,225
| New | +$23K | ﹤0.01% | 2607 |
|
|
2015
Q2 | – | Sell |
-225
| Closed | -$4K | – | 1994 |
|
|
2015
Q1 | $4K | Sell |
225
-1,000
| -82% | -$17.8K | ﹤0.01% | 3561 |
|
|
2014
Q4 | $23K | Buy |
1,225
+500
| +69% | +$9.39K | ﹤0.01% | 2525 |
|
|
2014
Q3 | $14K | Sell |
725
-500
| -41% | -$9.66K | ﹤0.01% | 2710 |
|
|
2014
Q2 | $31K | Hold |
1,225
| – | – | ﹤0.01% | 2171 |
|
|
2014
Q1 | $24K | Hold |
1,225
| – | – | ﹤0.01% | 2245 |
|
|
2013
Q4 | $24K | Buy |
1,225
+700
| +133% | +$13.7K | ﹤0.01% | 2072 |
|
|
2013
Q3 | $10K | Sell |
525
-1,500
| -74% | -$28.6K | ﹤0.01% | 2461 |
|
|
2013
Q2 | $43K | Buy |
+2,025
| New | +$43K | ﹤0.01% | 1459 |
|