LPL Financial’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $853K | Sell |
13,584
-3,770
| -22% | -$252K | ﹤0.01% | 4316 |
|
|
2025
Q4 | $1.03M | Buy |
17,354
+443
| +3% | +$24.8K | ﹤0.01% | 4049 |
|
|
2025
Q3 | $837K | Buy |
16,911
+7,942
| +89% | +$400K | ﹤0.01% | 4166 |
|
|
2025
Q2 | $428K | Buy |
8,969
+148
| +2% | +$6.62K | ﹤0.01% | 4504 |
|
|
2025
Q1 | $414K | Buy |
8,821
+730
| +9% | +$34.2K | ﹤0.01% | 4338 |
|
|
2024
Q4 | $364K | Sell |
8,091
-521
| -6% | -$27K | ﹤0.01% | 4356 |
|
|
2024
Q3 | $502K | Sell |
8,612
-210
| -2% | -$12.3K | ﹤0.01% | 3995 |
|
|
2024
Q2 | $483K | Buy |
8,822
+440
| +5% | +$24.8K | ﹤0.01% | 3908 |
|
|
2024
Q1 | $486K | Buy |
8,382
+3,200
| +62% | +$177K | ﹤0.01% | 3807 |
|
|
2023
Q4 | $312K | Buy |
+5,182
| New | +$273K | ﹤0.01% | 4057 |
|
|
2023
Q2 | – | Sell |
-5,367
| Closed | -$223K | – | 4636 |
|
|
2023
Q1 | $223K | Sell |
5,367
-790
| -13% | -$33.8K | ﹤0.01% | 3960 |
|
|
2022
Q4 | $238K | Buy |
+6,157
| New | +$220K | ﹤0.01% | 3848 |
|
|
2022
Q3 | – | Sell |
-6,441
| Closed | -$255K | – | 4471 |
|
|
2022
Q2 | $255K | Sell |
6,441
-4,574
| -42% | -$228K | ﹤0.01% | 3758 |
|
|
2022
Q1 | $653K | Sell |
11,015
-2,029
| -16% | -$105K | ﹤0.01% | 2986 |
|
|
2021
Q4 | $679K | Sell |
13,044
-316
| -2% | -$15.3K | ﹤0.01% | 3011 |
|
|
2021
Q3 | $562K | Sell |
13,360
-4,218
| -24% | -$186K | ﹤0.01% | 3113 |
|
|
2021
Q2 | $784K | Buy |
17,578
+688
| +4% | +$31K | ﹤0.01% | 2771 |
|
|
2021
Q1 | $725K | Buy |
16,890
+10,410
| +161% | +$498K | ﹤0.01% | 2701 |
|
|
2020
Q4 | $275K | Buy |
+6,480
| New | +$206K | ﹤0.01% | 3275 |
|
|
2013
Q3 | – | Sell |
-11,925
| Closed | -$251K | – | 2562 |
|
|
2013
Q2 | $251K | Buy |
+11,925
| New | +$241K | ﹤0.01% | 2029 |
|
Other funds holding JOE
FCM
VPM
VCM
PP
