Steward Partners Investment Advisory’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-211
| Closed | -$3.4K | – | 4197 |
|
|
2025
Q1 | $3.4K | Buy |
+211
| New | +$3.4K | ﹤0.01% | 3496 |
|
|
2024
Q4 | – | Sell |
-101
| Closed | -$1.77K | – | 4035 |
|
|
2024
Q3 | $1.77K | Hold |
101
| – | – | ﹤0.01% | 3454 |
|
|
2024
Q2 | $1.54K | Hold |
101
| – | – | ﹤0.01% | 3329 |
|
|
2024
Q1 | $1.62K | Hold |
101
| – | – | ﹤0.01% | 3320 |
|
|
2023
Q4 | $1.72K | Hold |
101
| – | – | ﹤0.01% | 3230 |
|
|
2023
Q3 | $1.46K | Hold |
101
| – | – | ﹤0.01% | 3136 |
|
|
2023
Q2 | $1.52K | Hold |
101
| – | – | ﹤0.01% | 3079 |
|
|
2023
Q1 | $1.52K | Hold |
101
| – | – | ﹤0.01% | 3068 |
|
|
2022
Q4 | $1.92K | Hold |
101
| – | – | ﹤0.01% | 3024 |
|
|
2022
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 3027 |
|
|
2022
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 3006 |
|
|
2022
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 3018 |
|
|
2021
Q4 | $3K | Sell |
101
-2,325
| -96% | -$69.1K | ﹤0.01% | 2945 |
|
|
2021
Q3 | $72K | Buy |
2,426
+1,000
| +70% | +$29.7K | ﹤0.01% | 1695 |
|
|
2021
Q2 | $45K | Sell |
1,426
-7,553
| -84% | -$238K | ﹤0.01% | 3582 |
|
|
2021
Q1 | $285K | Buy |
8,979
+6,753
| +303% | +$215K | 0.01% | 1112 |
|
|
2020
Q4 | $70K | Sell |
2,226
-300
| -12% | -$9.43K | ﹤0.01% | 1509 |
|
|
2020
Q3 | $68K | Sell |
2,526
-500
| -17% | -$13.5K | ﹤0.01% | 1368 |
|
|
2020
Q2 | $89K | Sell |
3,026
-75
| -2% | -$2.21K | ﹤0.01% | 1199 |
|
|
2020
Q1 | $98K | Buy |
3,101
+150
| +5% | +$4.74K | ﹤0.01% | 1005 |
|
|
2019
Q4 | $117K | Buy |
2,951
+975
| +49% | +$38.7K | ﹤0.01% | 1070 |
|
|
2019
Q3 | $77K | Buy |
1,976
+601
| +44% | +$23.4K | ﹤0.01% | 1189 |
|
|
2019
Q2 | $54K | Buy |
+1,375
| New | +$54K | ﹤0.01% | 1307 |
|