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Creative Planning JOE Position History
The St. Joe Company • Real Estate
Quarters held
8
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14K |
| Q3 2025 | $864K |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.9M |
| Q2 2026 | $27K |
| Q2 2026 | $1.8M |
| Q3 2026 | $30K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 29.1K | — | — |
| Q3 2026 | $30K | 450 | — | — |
| Q2 2026 | $1.8M | 28.7K | — | — |
| Q2 2026 | $27K | 431 | — | — |
| Q1 2026 | $1.9M | 30.1K | — | — |
| Q4 2025 | $1.7M | 28.6K | — | — |
| Q3 2025 | $864K | 17.5K | — | — |
| Q3 2025 | $14K | 280 | — | — |