Steward Partners Investment Advisory’s St. Joe Company JOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $996K | Buy |
15,855
+13,985
| +748% | +$936K | 0.01% | 1166 |
|
|
2025
Q4 | $111K | Sell |
1,870
-2,197
| -54% | -$123K | ﹤0.01% | 2233 |
|
|
2025
Q3 | $201K | Sell |
4,067
-950
| -19% | -$47.9K | ﹤0.01% | 1870 |
|
|
2025
Q2 | $239K | Sell |
5,017
-2,885
| -37% | -$129K | ﹤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% | +$304K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $316K | Buy |
5,422
+180
| +3% | +$10.6K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $287K | Buy |
5,242
+615
| +13% | +$34.6K | ﹤0.01% | 1294 |
|
|
2024
Q1 | $268K | Buy |
4,627
+3,910
| +545% | +$216K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $43.1K | Sell |
717
-300
| -29% | -$15.8K | ﹤0.01% | 2058 |
|
|
2023
Q3 | $55.3K | Buy |
1,017
+650
| +177% | +$37.5K | ﹤0.01% | 1863 |
|
|
2023
Q2 | $17.7K | Hold |
367
| – | – | ﹤0.01% | 2350 |
|
|
2023
Q1 | $15.3K | Buy |
367
+4
| +1% | +$171 | ﹤0.01% | 2367 |
|
|
2022
Q4 | $14K | Sell |
363
-28
| -7% | -$1K | ﹤0.01% | 2412 |
|
|
2022
Q3 | $13K | Buy |
391
+363
| +1,296% | +$14.1K | ﹤0.01% | 2421 |
|
|
2022
Q2 | $1K | Sell |
28
-130
| -82% | -$6.48K | ﹤0.01% | 3126 |
|
|
2022
Q1 | $9K | Sell |
158
-500
| -76% | -$25.9K | ﹤0.01% | 2705 |
|
|
2021
Q4 | $34K | Buy |
+658
| New | +$31.9K | ﹤0.01% | 2085 |
|
|
2021
Q2 | – | Sell |
-1,420
| Closed | -$60.9K | – | 7252 |
|
|
2021
Q1 | $60.9K | Buy |
+1,420
| New | +$67.9K | ﹤0.01% | 1882 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | – | – | 2691 |
|
|
2019
Q2 | $0 | Buy |
+6
| New | +$101 | ﹤0.01% | 2650 |
|
|
2018
Q2 | – | Sell |
-285
| Closed | -$5K | – | 2498 |
|
|
2018
Q1 | $5K | Buy |
+285
| New | +$5.28K | ﹤0.01% | 1792 |
|
Other funds holding JOE
FCM
VPM
VCM
PP
