JFS Wealth Advisors’s St. Joe Company JOE Stock Holding History

JFS Wealth Advisors’s Portfolio JOE Stock Details JOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.94K	Buy	47 +6	+15%	+$394	﹤0.01%	1480
2026 Q1	$2.58K	Buy	41 +5	+14%	+$335	﹤0.01%	1432
2025 Q4	$2.14K	Buy	36 +11	+44%	+$616	﹤0.01%	1526
2025 Q3	$1.24K	Hold	25	–	–	﹤0.01%	1571
2025 Q2	$1.19K	Sell	25 -9	-26%	-$402	﹤0.01%	1527
2025 Q1	$1.6K	Hold	34	–	–	﹤0.01%	1541
2024 Q4	$1.53K	Hold	34	–	–	﹤0.01%	1573
2024 Q3	$1.98K	Buy	34 +1	+3%	+$59	﹤0.01%	1497
2024 Q2	$1.81K	Hold	33	–	–	﹤0.01%	1468
2024 Q1	$1.91K	Hold	33	–	–	﹤0.01%	1459
2023 Q4	$1.99K	Sell	33 -1	-3%	-$53	﹤0.01%	1443
2023 Q3	$1.85K	Buy	34 +1	+3%	+$58	﹤0.01%	1389
2023 Q2	$1.6K	Hold	33	–	–	﹤0.01%	1465
2023 Q1	$1.37K	Buy	33 +7	+27%	+$300	﹤0.01%	1496
2022 Q4	$1K	Buy	26 +23	+767%	+$824	﹤0.01%	1601
2022 Q3	$0	Sell	3 -18	-86%	-$698	﹤0.01%	1822
2022 Q2	$1K	Sell	21 -6	-22%	-$299	﹤0.01%	1559
2022 Q1	$2K	Buy	27 +16	+145%	+$828	﹤0.01%	1433
2021 Q4	$1K	Buy	+11	New	+$533	﹤0.01%	1422

Other funds holding JOE

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return