Steward Partners Investment Advisory’s St. Joe Company JOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
5,017
-2,885
-37% -$138K ﹤0.01% 1669
2025
Q1
$371K Sell
7,902
-3,395
-30% -$159K ﹤0.01% 1349
2024
Q4
$508K Buy
11,297
+5,875
+108% +$264K ﹤0.01% 1153
2024
Q3
$316K Buy
5,422
+180
+3% +$10.5K ﹤0.01% 1307
2024
Q2
$287K Buy
5,242
+615
+13% +$33.6K ﹤0.01% 1294
2024
Q1
$268K Buy
4,627
+3,910
+545% +$227K ﹤0.01% 1309
2023
Q4
$43.1K Sell
717
-300
-29% -$18.1K ﹤0.01% 2058
2023
Q3
$55.3K Buy
1,017
+650
+177% +$35.3K ﹤0.01% 1863
2023
Q2
$17.7K Hold
367
﹤0.01% 2350
2023
Q1
$15.3K Buy
367
+4
+1% +$166 ﹤0.01% 2367
2022
Q4
$14K Sell
363
-28
-7% -$1.08K ﹤0.01% 2412
2022
Q3
$13K Buy
391
+363
+1,296% +$12.1K ﹤0.01% 2421
2022
Q2
$1K Sell
28
-130
-82% -$4.64K ﹤0.01% 3126
2022
Q1
$9K Sell
158
-500
-76% -$28.5K ﹤0.01% 2705
2021
Q4
$34K Buy
+658
New +$34K ﹤0.01% 2085
2021
Q2
Sell
-1,420
Closed -$60.9K 7247
2021
Q1
$60.9K Buy
+1,420
New +$60.9K ﹤0.01% 1882
2019
Q3
Sell
-6
Closed 2691
2019
Q2
$0 Buy
+6
New ﹤0.01% 2650
2018
Q2
Sell
-285
Closed -$5K 2498
2018
Q1
$5K Buy
+285
New +$5K ﹤0.01% 1792