IFP Advisors’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 | $10.1K | Sell |
159
-1,141
| -88% | -$72.2K | ﹤0.01% | 2915 |
|
2025
Q1 | $61K | Sell |
1,300
-5
| -0.4% | -$235 | ﹤0.01% | 1798 |
|
2024
Q4 | $58.6K | Buy |
1,305
+5
| +0.4% | +$225 | ﹤0.01% | 1752 |
|
2024
Q3 | $75.8K | Hold |
1,300
| – | – | ﹤0.01% | 1537 |
|
2024
Q2 | $71.1K | Hold |
1,300
| – | – | ﹤0.01% | 1514 |
|
2024
Q1 | $75.4K | Hold |
1,300
| – | – | ﹤0.01% | 1411 |
|
2023
Q4 | $78.2K | Hold |
1,300
| – | – | ﹤0.01% | 1352 |
|
2023
Q3 | $70.6K | Hold |
1,300
| – | – | ﹤0.01% | 1423 |
|
2023
Q2 | $62.8K | Sell |
1,300
-100
| -7% | -$4.83K | ﹤0.01% | 1513 |
|
2023
Q1 | $24.9K | Sell |
1,400
-248
| -15% | -$4.4K | ﹤0.01% | 1924 |
|
2022
Q4 | $30K | Buy |
1,648
+25
| +2% | +$455 | ﹤0.01% | 2598 |
|
2022
Q3 | $29K | Buy |
1,623
+152
| +10% | +$2.72K | ﹤0.01% | 2795 |
|
2022
Q2 | $27K | Hold |
1,471
| – | – | ﹤0.01% | 2616 |
|
2022
Q1 | $27K | Buy |
1,471
+71
| +5% | +$1.3K | ﹤0.01% | 2616 |
|
2021
Q4 | $73K | Hold |
1,400
| – | – | ﹤0.01% | 1382 |
|
2021
Q3 | $59K | Hold |
1,400
| – | – | ﹤0.01% | 1469 |
|
2021
Q2 | $62K | Sell |
1,400
-2,001
| -59% | -$88.6K | ﹤0.01% | 1426 |
|
2021
Q1 | $146K | Buy |
+3,401
| New | +$146K | ﹤0.01% | 990 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 3244 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3361 |
|
2019
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 1711 |
|
2018
Q4 | $7K | Sell |
500
-210
| -30% | -$2.94K | ﹤0.01% | 2639 |
|
2018
Q3 | $12K | Hold |
710
| – | – | ﹤0.01% | 2715 |
|
2018
Q2 | $13K | Sell |
710
-200
| -22% | -$3.66K | ﹤0.01% | 2697 |
|
2018
Q1 | $16K | Hold |
910
| – | – | ﹤0.01% | 2524 |
|
2017
Q4 | $16K | Sell |
910
-345
| -27% | -$6.07K | ﹤0.01% | 2522 |
|
2017
Q3 | $24K | Hold |
1,255
| – | – | ﹤0.01% | 2450 |
|
2017
Q2 | $24K | Buy |
1,255
+500
| +66% | +$9.56K | ﹤0.01% | 2446 |
|
2017
Q1 | $13K | Buy |
755
+345
| +84% | +$5.94K | ﹤0.01% | 2740 |
|
2016
Q4 | $8K | Buy |
410
+210
| +105% | +$4.1K | ﹤0.01% | 3011 |
|
2016
Q3 | $4K | Sell |
200
-500
| -71% | -$10K | ﹤0.01% | 3315 |
|
2016
Q2 | $12K | Buy |
700
+200
| +40% | +$3.43K | ﹤0.01% | 2643 |
|
2016
Q1 | $8K | Buy |
500
+100
| +25% | +$1.6K | ﹤0.01% | 1711 |
|
2015
Q4 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 2751 |
|