JFS Wealth Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-65
| Closed | -$821 | – | 1939 |
|
|
2025
Q1 | $821 | Hold |
65
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q4 | $864 | Sell |
65
-61
| -48% | -$811 | ﹤0.01% | 1701 |
|
|
2024
Q3 | $1.97K | Buy |
126
+4
| +3% | +$62 | ﹤0.01% | 1500 |
|
|
2024
Q2 | $1.78K | Sell |
122
-36
| -23% | -$524 | ﹤0.01% | 1478 |
|
|
2024
Q1 | $2.75K | Buy |
158
+10
| +7% | +$174 | ﹤0.01% | 1326 |
|
|
2023
Q4 | $2.76K | Sell |
148
-8
| -5% | -$149 | ﹤0.01% | 1294 |
|
|
2023
Q3 | $2.69K | Sell |
156
-1
| -0.6% | -$17 | ﹤0.01% | 1245 |
|
|
2023
Q2 | $2.92K | Sell |
157
-12
| -7% | -$223 | ﹤0.01% | 1241 |
|
|
2023
Q1 | $2.7K | Buy |
169
+6
| +4% | +$96 | ﹤0.01% | 1245 |
|
|
2022
Q4 | $2.68K | Sell |
163
-12
| -7% | -$197 | ﹤0.01% | 1255 |
|
|
2022
Q3 | $3K | Sell |
175
-69
| -28% | -$1.18K | ﹤0.01% | 1208 |
|
|
2022
Q2 | $3K | Buy |
244
+170
| +230% | +$2.09K | ﹤0.01% | 1208 |
|
|
2022
Q1 | $1K | Buy |
74
+3
| +4% | +$41 | ﹤0.01% | 1690 |
|
|
2021
Q4 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 1116 |
|
|
2020
Q1 | – | Sell |
-1,080
| Closed | -$15K | – | 545 |
|
|
2019
Q4 | $15K | Hold |
1,080
| – | – | ﹤0.01% | 342 |
|
|
2019
Q3 | $14K | Hold |
1,080
| – | – | ﹤0.01% | 341 |
|
|
2019
Q2 | $15K | Hold |
1,080
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $12K | Sell |
1,080
-547
| -34% | -$6.08K | ﹤0.01% | 345 |
|
|
2018
Q4 | $14K | Sell |
1,627
-8,506
| -84% | -$73.2K | ﹤0.01% | 316 |
|
|
2018
Q3 | $137K | Hold |
10,133
| – | – | 0.04% | 168 |
|
|
2018
Q2 | $132K | Sell |
10,133
-464
| -4% | -$6.04K | 0.03% | 167 |
|
|
2018
Q1 | $139K | Sell |
10,597
-421
| -4% | -$5.52K | 0.04% | 169 |
|
|
2017
Q4 | $147K | Sell |
11,018
-195
| -2% | -$2.6K | 0.04% | 169 |
|
|
2017
Q3 | $168K | Sell |
11,213
-592
| -5% | -$8.87K | 0.04% | 146 |
|
|
2017
Q2 | $197K | Buy |
+11,805
| New | +$197K | 0.05% | 118 |
|