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 Q4	$473K	Sell	6,695 -1	-0%	-$68	0.02%	371
2025 Q3	$430K	Buy	6,696 +1,743	+35%	+$113K	0.01%	419
2025 Q2	$330K	Sell	4,953 -14	-0.3%	-$899	0.01%	471
2025 Q1	$352K	Buy	4,967 +169	+4%	+$12.9K	0.02%	428
2024 Q4	$418K	Sell	4,798 -5	-0.1%	-$443	0.02%	374
2024 Q3	$453K	Buy	4,803 +2,269	+90%	+$220K	0.02%	319
2024 Q2	$246K	Buy	+2,534	New	+$253K	0.01%	489
2024 Q1	–	Sell	-2,524	Closed	-$272K	–	650
2023 Q4	$272K	Sell	2,524 -2,153	-46%	-$211K	0.01%	539
2023 Q3	$462K	Buy	4,677 +90	+2%	+$9.47K	0.03%	338
2023 Q2	$538K	Buy	4,587 +115	+3%	+$12.9K	0.03%	338
2023 Q1	$433K	Buy	4,472 +84	+2%	+$7.5K	0.03%	329
2022 Q4	$357K	Buy	+4,388	New	+$358K	0.03%	299