SageView Advisory Group’s John B. Sanfilippo & Son JBSS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
2025
Q1
$352K Buy
2024
Q4
$418K Sell
2024
Q3
$453K Buy
2024
Q2
$246K Buy
2024
Q1
Sell
2023
Q4
$272K Sell
2023
Q3
$462K Buy
2023
Q2
$538K Buy
2023
Q1
$433K Buy
2022
Q4
$357K Buy