Heritage Wealth Advisors’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 | $31.6K | Hold |
500
| – | – | ﹤0.01% | 332 |
|
|
2025
Q1 | $35.4K | Hold |
500
| – | – | ﹤0.01% | 324 |
|
|
2024
Q4 | $43.6K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $47.2K | Hold |
500
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $48.6K | Hold |
500
| – | – | ﹤0.01% | 311 |
|
|
2024
Q1 | $53K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $51.5K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $49.4K | Hold |
500
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $58.6K | Hold |
500
| – | – | ﹤0.01% | 300 |
|
|
2023
Q1 | $48.5K | Hold |
500
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $40.7K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $37.9K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
|
2022
Q2 | $36K | Hold |
500
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $42K | Hold |
500
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $45K | Hold |
500
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $40.9K | Hold |
500
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $44.3K | Hold |
500
| – | – | ﹤0.01% | 336 |
|
|
2021
Q1 | $45.2K | Hold |
500
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $39K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2020
Q3 | $37.7K | Hold |
500
| – | – | ﹤0.01% | 294 |
|
|
2020
Q2 | $42.7K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2020
Q1 | $44.7K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2019
Q4 | $45.6K | Hold |
500
| – | – | 0.01% | 310 |
|
|
2019
Q3 | $48K | Hold |
500
| – | – | 0.01% | 283 |
|
|
2019
Q2 | $39.8K | Hold |
500
| – | – | 0.01% | 279 |
|
|
2019
Q1 | $35.9K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2018
Q4 | $27K | Hold |
500
| – | – | 0.01% | 237 |
|
|
2018
Q3 | $35K | Buy |
+500
| New | +$35K | 0.01% | 225 |
|