JFS Wealth Advisors’s Grocery Outlet GO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $671 | Buy |
+54
| New | +$671 | ﹤0.01% | 1644 |
|
2025
Q1 | – | Sell |
-1
| Closed | -$16 | – | 1961 |
|
2024
Q4 | $16 | Hold |
1
| – | – | ﹤0.01% | 1935 |
|
2024
Q3 | $18 | Sell |
1
-31
| -97% | -$558 | ﹤0.01% | 1951 |
|
2024
Q2 | $708 | Sell |
32
-19
| -37% | -$420 | ﹤0.01% | 1746 |
|
2024
Q1 | $1.47K | Sell |
51
-9
| -15% | -$259 | ﹤0.01% | 1547 |
|
2023
Q4 | $1.62K | Buy |
60
+9
| +18% | +$243 | ﹤0.01% | 1518 |
|
2023
Q3 | $1.47K | Hold |
51
| – | – | ﹤0.01% | 1478 |
|
2023
Q2 | $1.56K | Hold |
51
| – | – | ﹤0.01% | 1477 |
|
2023
Q1 | $1.44K | Sell |
51
-4
| -7% | -$113 | ﹤0.01% | 1476 |
|
2022
Q4 | $1.61K | Sell |
55
-10
| -15% | -$292 | ﹤0.01% | 1457 |
|
2022
Q3 | $2K | Sell |
65
-18
| -22% | -$554 | ﹤0.01% | 1327 |
|
2022
Q2 | $4K | Buy |
83
+29
| +54% | +$1.4K | ﹤0.01% | 1073 |
|
2022
Q1 | $2K | Buy |
54
+33
| +157% | +$1.22K | ﹤0.01% | 1412 |
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1372 |
|