Steward Partners Investment Advisory’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $3.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.76K | Hold |
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|
2024
Q2 | $1.54K | Hold |
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|
2024
Q1 | $1.62K | Hold |
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|
2023
Q4 | $1.72K | Hold |
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|
2023
Q3 | $1.46K | Hold |
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|
2023
Q2 | $1.52K | Hold |
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|
2023
Q1 | $1.52K | Hold |
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|
2022
Q4 | $1.92K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q2 | $45K | Sell |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $70K | Sell |
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|
2020
Q3 | $68K | Sell |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $98K | Buy |
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|
2019
Q4 | $117K | Buy |
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|
2019
Q3 | $77K | Buy |
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|
2019
Q2 | $54K | Buy |
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