Creative Planning’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Buy |
30,079
+1,445
| +5% | +$96.7K | ﹤0.01% | 1931 |
|
|
2025
Q4 | $1.7M | Buy |
28,634
+10,889
| +61% | +$610K | ﹤0.01% | 1849 |
|
|
2025
Q3 | $878K | Buy |
17,745
+7,873
| +80% | +$397K | ﹤0.01% | 2229 |
|
|
2025
Q2 | $471K | Buy |
9,872
+391
| +4% | +$17.5K | ﹤0.01% | 2515 |
|
|
2025
Q1 | $445K | Buy |
+9,481
| New | +$444K | ﹤0.01% | 2385 |
|
|
2024
Q4 | – | Sell |
-9,271
| Closed | -$541K | – | 3640 |
|
|
2024
Q3 | $541K | Sell |
9,271
-197
| -2% | -$11.5K | ﹤0.01% | 2042 |
|
|
2024
Q2 | $518K | Buy |
9,468
+3,524
| +59% | +$198K | ﹤0.01% | 1912 |
|
|
2024
Q1 | $345K | Buy |
5,944
+862
| +17% | +$47.6K | ﹤0.01% | 2133 |
|
|
2023
Q4 | $306K | Sell |
5,082
-1,297
| -20% | -$68.3K | ﹤0.01% | 2078 |
|
|
2023
Q3 | $347K | Buy |
6,379
+1,745
| +38% | +$101K | ﹤0.01% | 1814 |
|
|
2023
Q2 | $224K | Buy |
+4,634
| New | +$202K | ﹤0.01% | 2133 |
|
|
2017
Q3 | – | Sell |
-2,736
| Closed | -$51K | – | 2827 |
|
|
2017
Q2 | $51K | Hold |
2,736
| – | – | ﹤0.01% | 2495 |
|
|
2017
Q1 | $47K | Hold |
2,736
| – | – | ﹤0.01% | 2519 |
|
|
2016
Q4 | $52K | Buy |
2,736
+11
| +0.4% | +$211 | ﹤0.01% | 2360 |
|
|
2016
Q3 | $50K | Buy |
2,725
+2,000
| +276% | +$37.2K | ﹤0.01% | 2359 |
|
|
2016
Q2 | $13K | Sell |
725
-500
| -41% | -$8.51K | ﹤0.01% | 3076 |
|
|
2016
Q1 | $21K | Sell |
1,225
-500
| -29% | -$7.9K | ﹤0.01% | 2722 |
|
|
2015
Q4 | $32K | Buy |
1,725
+500
| +41% | +$9.78K | ﹤0.01% | 2477 |
|
|
2015
Q3 | $23K | Buy |
+1,225
| New | +$20.8K | ﹤0.01% | 2624 |
|
|
2015
Q2 | – | Sell |
-225
| Closed | -$4K | – | 2084 |
|
|
2015
Q1 | $4K | Sell |
225
-1,000
| -82% | -$17.2K | ﹤0.01% | 3634 |
|
|
2014
Q4 | $23K | Buy |
1,225
+500
| +69% | +$9.42K | ﹤0.01% | 2551 |
|
|
2014
Q3 | $14K | Sell |
725
-500
| -41% | -$11.2K | ﹤0.01% | 2744 |
|
|
2014
Q2 | $31K | Hold |
1,225
| – | – | ﹤0.01% | 2198 |
|
|
2014
Q1 | $24K | Hold |
1,225
| – | – | ﹤0.01% | 2266 |
|
|
2013
Q4 | $24K | Buy |
1,225
+700
| +133% | +$13K | ﹤0.01% | 2072 |
|
|
2013
Q3 | $10K | Sell |
525
-1,500
| -74% | -$31.6K | ﹤0.01% | 2461 |
|
|
2013
Q2 | $43K | Buy |
+2,025
| New | +$40.9K | ﹤0.01% | 1459 |
|
Other funds holding JOE
FCM
VPM
VCM
PP
