NewEdge Advisors’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 | $642K | Sell |
10,224
-14,066
| -58% | -$941K | ﹤0.01% | 1793 |
|
|
2025
Q4 | $1.44M | Buy |
24,290
+17,013
| +234% | +$953K | 0.01% | 1253 |
|
|
2025
Q3 | $360K | Buy |
7,277
+2,425
| +50% | +$122K | ﹤0.01% | 2048 |
|
|
2025
Q2 | $231K | Sell |
4,852
-125
| -3% | -$5.59K | ﹤0.01% | 2150 |
|
|
2025
Q1 | $234K | Hold |
4,977
| – | – | ﹤0.01% | 2026 |
|
|
2024
Q4 | $224K | Sell |
4,977
-4,974
| -50% | -$257K | ﹤0.01% | 2036 |
|
|
2024
Q3 | $580K | Sell |
9,951
-987
| -9% | -$57.9K | ﹤0.01% | 1382 |
|
|
2024
Q2 | $598K | Buy |
10,938
+11
| +0.1% | +$619 | ﹤0.01% | 1312 |
|
|
2024
Q1 | $633K | Buy |
10,927
+5,800
| +113% | +$320K | 0.01% | 1211 |
|
|
2023
Q4 | $309K | Hold |
5,127
| – | – | ﹤0.01% | 1537 |
|
|
2023
Q3 | $279K | Hold |
5,127
| – | – | ﹤0.01% | 1468 |
|
|
2023
Q2 | $248K | Buy |
5,127
+400
| +8% | +$17.4K | ﹤0.01% | 1542 |
|
|
2023
Q1 | $197K | Sell |
4,727
-1,623
| -26% | -$69.5K | ﹤0.01% | 1551 |
|
|
2022
Q4 | $5.96K | Buy |
+6,350
| New | +$227K | ﹤0.01% | 2531 |
|
|
2022
Q3 | – | Sell |
-6,202
| Closed | -$245K | – | 1599 |
|
|
2022
Q2 | $245K | Buy |
+6,202
| New | +$309K | ﹤0.01% | 1308 |
|
|
2022
Q1 | – | Sell |
-5,881
| Closed | -$306K | – | 1398 |
|
|
2021
Q4 | $306K | Buy |
5,881
+1,000
| +20% | +$48.5K | ﹤0.01% | 1319 |
|
|
2021
Q3 | $206K | Hold |
4,881
| – | – | 0.01% | 1046 |
|
|
2021
Q2 | $218K | Buy |
4,881
+150
| +3% | +$6.76K | 0.01% | 1018 |
|
|
2021
Q1 | $203K | Sell |
4,731
-100
| -2% | -$4.78K | 0.01% | 942 |
|
|
2020
Q4 | $205K | Buy |
+4,831
| New | +$154K | 0.01% | 891 |
|
Other funds holding JOE
FCM
VPM
VCM
PP