Montag & Associates’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
2025
Q2
$9.54K Hold
2025
Q1
$9.39K Hold
2024
Q4
$8.99K Hold
2024
Q3
$11.7K Hold
2024
Q2
$10.9K Hold
2024
Q1
$11.6K Hold
2023
Q4
$12K Hold
2023
Q3
$10.9K Hold
2023
Q2
$9.67K Hold
2023
Q1
$8.32K Hold
2022
Q4
$7.73K Hold
2022
Q3
$6K Hold
2022
Q2
$8K Hold
2022
Q1
$12K Hold
2021
Q4
$10K Hold
2021
Q3
$8K Hold
2021
Q2
$9K Hold
2021
Q1
$9K Hold
2020
Q4
$8K Buy