Allworth Financial’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Sell |
8,676
-127
| -1% | -$12.5K | ﹤0.01% | 682 |
|
|
2025
Q1 | $1.02M | Sell |
8,803
-9
| -0.1% | -$1.04K | 0.01% | 517 |
|
|
2024
Q4 | $900K | Buy |
8,812
+6,952
| +374% | +$710K | 0.01% | 559 |
|
|
2024
Q3 | $225K | Sell |
1,860
-487
| -21% | -$59K | ﹤0.01% | 780 |
|
|
2024
Q2 | $277K | Sell |
2,347
-21
| -0.9% | -$2.48K | ﹤0.01% | 718 |
|
|
2024
Q1 | $298K | Sell |
2,368
-278
| -11% | -$35K | ﹤0.01% | 669 |
|
|
2023
Q4 | $334K | Buy |
2,646
+144
| +6% | +$18.2K | ﹤0.01% | 621 |
|
|
2023
Q3 | $308K | Sell |
2,502
-29
| -1% | -$3.56K | ﹤0.01% | 600 |
|
|
2023
Q2 | $374K | Buy |
2,531
+214
| +9% | +$31.6K | ﹤0.01% | 563 |
|
|
2023
Q1 | $365K | Sell |
2,317
-13
| -0.6% | -$2.05K | ﹤0.01% | 535 |
|
|
2022
Q4 | $369K | Buy |
2,330
+192
| +9% | +$30.4K | ﹤0.01% | 516 |
|
|
2022
Q3 | $294K | Buy |
2,138
+106
| +5% | +$14.6K | ﹤0.01% | 519 |
|
|
2022
Q2 | $260K | Sell |
2,032
-129
| -6% | -$16.5K | ﹤0.01% | 508 |
|
|
2022
Q1 | $293K | Buy |
2,161
+1,316
| +156% | +$178K | ﹤0.01% | 480 |
|
|
2021
Q4 | $115K | Buy |
845
+5
| +0.6% | +$680 | ﹤0.01% | 653 |
|
|
2021
Q3 | $101K | Buy |
840
+818
| +3,718% | +$98.4K | ﹤0.01% | 616 |
|
|
2021
Q2 | $3K | Sell |
22
-123
| -85% | -$16.8K | ﹤0.01% | 1330 |
|
|
2021
Q1 | $18K | Buy |
145
+121
| +504% | +$15K | ﹤0.01% | 825 |
|
|
2020
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 1097 |
|
|
2020
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 951 |
|
|
2020
Q2 | $3K | Buy |
24
+2
| +9% | +$250 | ﹤0.01% | 966 |
|
|
2020
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q4 | $2K | Buy |
22
+2
| +10% | +$182 | ﹤0.01% | 939 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 849 |
|
|
2019
Q2 | $2K | Buy |
20
+10
| +100% | +$1K | ﹤0.01% | 839 |
|
|
2019
Q1 | $1K | Sell |
10
-9
| -47% | -$900 | ﹤0.01% | 919 |
|
|
2018
Q4 | $2K | Sell |
19
-259
| -93% | -$27.3K | ﹤0.01% | 762 |
|
|
2018
Q3 | $28K | Sell |
278
-7
| -2% | -$705 | ﹤0.01% | 370 |
|
|
2018
Q2 | $31K | Buy |
285
+8
| +3% | +$870 | ﹤0.01% | 344 |
|
|
2018
Q1 | $34K | Hold |
277
| – | – | ﹤0.01% | 297 |
|
|
2017
Q4 | $34K | Hold |
277
| – | – | ﹤0.01% | 299 |
|
|
2017
Q3 | $29K | Hold |
277
| – | – | ﹤0.01% | 302 |
|
|
2017
Q2 | $33K | Hold |
277
| – | – | ﹤0.01% | 305 |
|
|
2017
Q1 | $36K | Hold |
277
| – | – | ﹤0.01% | 277 |
|
|
2016
Q4 | $35K | Hold |
277
| – | – | ﹤0.01% | 256 |
|
|
2016
Q3 | $38K | Sell |
277
-18
| -6% | -$2.47K | ﹤0.01% | 249 |
|
|
2016
Q2 | $45K | Buy |
295
+18
| +6% | +$2.75K | 0.01% | 215 |
|
|
2016
Q1 | $36K | Hold |
277
| – | – | ﹤0.01% | 241 |
|
|
2015
Q4 | $34K | Hold |
277
| – | – | 0.01% | 238 |
|
|
2015
Q3 | $32K | Hold |
277
| – | – | 0.01% | 251 |
|
|
2015
Q2 | $30K | Buy |
277
+9
| +3% | +$975 | 0.01% | 261 |
|
|
2015
Q1 | $31K | Buy |
+268
| New | +$31K | 0.01% | 254 |
|