Independent Advisor Alliance’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 | $423K | Sell |
8,878
-442
| -5% | -$21.1K | 0.01% | 635 |
|
|
2025
Q1 | $438K | Buy |
9,320
+1,682
| +22% | +$79K | 0.01% | 558 |
|
|
2024
Q4 | $343K | Buy |
+7,638
| New | +$343K | ﹤0.01% | 1081 |
|
|
2022
Q2 | – | Sell |
-5,827
| Closed | -$345K | – | 663 |
|
|
2022
Q1 | $345K | Sell |
5,827
-950
| -14% | -$56.2K | 0.02% | 482 |
|
|
2021
Q4 | $353K | Buy |
6,777
+500
| +8% | +$26K | 0.02% | 483 |
|
|
2021
Q3 | $264K | Buy |
6,277
+495
| +9% | +$20.8K | 0.01% | 519 |
|
|
2021
Q2 | $258K | Buy |
+5,782
| New | +$258K | 0.01% | 537 |
|