EverSource Wealth Advisors’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	$53.2K	Buy	847 +168	+25%	+$11.2K	﹤0.01%	1832
2025 Q4	$40.3K	Buy	679 +193	+40%	+$10.8K	﹤0.01%	1897
2025 Q3	$24K	Sell	486 -166	-25%	-$8.37K	﹤0.01%	2234
2025 Q2	$31.1K	Buy	652 +397	+156%	+$17.8K	﹤0.01%	1957
2025 Q1	$12K	Sell	255 -833	-77%	-$39K	﹤0.01%	2013
2024 Q4	$48.9K	Buy	1,088 +11	+1%	+$569	﹤0.01%	1196
2024 Q3	$62.8K	Sell	1,077 -24	-2%	-$1.41K	﹤0.01%	971
2024 Q2	$67.9K	Buy	1,101 +512	+87%	+$28.8K	﹤0.01%	952
2024 Q1	$33.7K	Buy	589 +427	+264%	+$23.6K	﹤0.01%	1137
2023 Q4	$9.76K	Sell	162 -1	-0.6%	-$53	﹤0.01%	1567
2023 Q3	$8.86K	Buy	163 +48	+42%	+$2.77K	﹤0.01%	1467
2023 Q2	$5.56K	Buy	115 +13	+13%	+$566	﹤0.01%	1689
2023 Q1	$4.24K	Buy	+102	New	+$4.37K	﹤0.01%	1702