BFEC
Benjamin F. Edwards & Company’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.42M | Buy |
22,196
+329
| +2% | +$35.9K | 0.04% | 335 |
|
|
2024
Q1 | $2.75M | Sell |
21,867
-2,299
| -10% | -$289K | 0.05% | 307 |
|
|
2023
Q4 | $3.05M | Sell |
24,166
-1,364
| -5% | -$172K | 0.06% | 266 |
|
|
2023
Q3 | $3.14M | Sell |
25,530
-970
| -4% | -$119K | 0.12% | 169 |
|
|
2023
Q2 | $3.91M | Buy |
26,500
+368
| +1% | +$54.3K | 0.15% | 139 |
|
|
2023
Q1 | $4.11M | Buy |
26,132
+485
| +2% | +$76.3K | 0.17% | 127 |
|
|
2022
Q4 | $4.06M | Buy |
25,647
+1,450
| +6% | +$230K | 0.18% | 125 |
|
|
2022
Q3 | $3.33M | Buy |
24,197
+968
| +4% | +$133K | 0.17% | 134 |
|
|
2022
Q2 | $2.97M | Buy |
23,229
+2,352
| +11% | +$301K | 0.14% | 154 |
|
|
2022
Q1 | $2.83M | Sell |
20,877
-600
| -3% | -$81.2K | 0.13% | 175 |
|
|
2021
Q4 | $2.92M | Buy |
21,477
+412
| +2% | +$56K | 0.13% | 174 |
|
|
2021
Q3 | $2.53M | Buy |
21,065
+632
| +3% | +$75.8K | 0.13% | 168 |
|
|
2021
Q2 | $2.65M | Buy |
20,433
+486
| +2% | +$63K | 0.13% | 167 |
|
|
2021
Q1 | $2.52M | Sell |
19,947
-524
| -3% | -$66.3K | 0.14% | 170 |
|
|
2020
Q4 | $2.37M | Buy |
20,471
+815
| +4% | +$94.2K | 0.14% | 166 |
|
|
2020
Q3 | $2.27M | Buy |
19,656
+68
| +0.3% | +$7.86K | 0.15% | 157 |
|
|
2020
Q2 | $2.07M | Sell |
19,588
-1,226
| -6% | -$130K | 0.15% | 159 |
|
|
2020
Q1 | $2.31M | Sell |
20,814
-202
| -1% | -$22.4K | 0.2% | 128 |
|
|
2019
Q4 | $2.19M | Buy |
21,016
+1,327
| +7% | +$138K | 0.15% | 164 |
|
|
2019
Q3 | $2.17M | Buy |
19,689
+449
| +2% | +$49.4K | 0.17% | 153 |
|
|
2019
Q2 | $2.22M | Buy |
19,240
+1,119
| +6% | +$129K | 0.19% | 138 |
|
|
2019
Q1 | $2.11M | Buy |
18,121
+3,362
| +23% | +$392K | 0.19% | 127 |
|
|
2018
Q4 | $1.38M | Buy |
14,759
+1,303
| +10% | +$122K | 0.14% | 162 |
|
|
2018
Q3 | $1.38M | Buy |
13,456
+2
| +0% | +$205 | 0.13% | 169 |
|
|
2018
Q2 | $1.45M | Buy |
13,454
+1,146
| +9% | +$123K | 0.14% | 155 |
|
|
2018
Q1 | $1.53M | Sell |
12,308
-897
| -7% | -$111K | 0.16% | 143 |
|
|
2017
Q4 | $1.64M | Sell |
13,205
-95
| -0.7% | -$11.8K | 0.17% | 135 |
|
|
2017
Q3 | $1.4M | Sell |
13,300
-5,187
| -28% | -$544K | 0.17% | 134 |
|
|
2017
Q2 | $2.19M | Buy |
18,487
+953
| +5% | +$113K | 0.29% | 88 |
|
|
2017
Q1 | $2.3M | Buy |
17,534
+165
| +0.9% | +$21.6K | 0.34% | 75 |
|
|
2016
Q4 | $2.22M | Buy |
17,369
+8,804
| +103% | +$1.13M | 0.36% | 71 |
|
|
2016
Q3 | $1.16M | Sell |
8,565
-516
| -6% | -$69.9K | 0.21% | 109 |
|
|
2016
Q2 | $1.38M | Sell |
9,081
-5,702
| -39% | -$869K | 0.27% | 87 |
|
|
2016
Q1 | $1.92M | Sell |
14,783
-400
| -3% | -$51.9K | 0.4% | 57 |
|
|
2015
Q4 | $1.87M | Sell |
15,183
-791
| -5% | -$97.6K | 0.4% | 54 |
|
|
2015
Q3 | $1.82M | Buy |
15,974
+1,266
| +9% | +$144K | 0.4% | 60 |
|
|
2015
Q2 | $1.59M | Sell |
14,708
-496
| -3% | -$53.8K | 0.32% | 67 |
|
|
2015
Q1 | $1.76M | Buy |
15,204
+392
| +3% | +$45.4K | 0.37% | 61 |
|
|
2014
Q4 | $1.5M | Buy |
14,812
+30
| +0.2% | +$3.03K | 0.35% | 63 |
|
|
2014
Q3 | $1.46M | Sell |
14,782
-279
| -2% | -$27.6K | 0.37% | 63 |
|
|
2014
Q2 | $1.61M | Buy |
15,061
+146
| +1% | +$15.6K | 0.41% | 55 |
|
|
2014
Q1 | $1.45M | Buy |
14,915
+6,929
| +87% | +$674K | 0.4% | 56 |
|
|
2013
Q4 | $827K | Sell |
7,986
-290
| -4% | -$30K | 0.28% | 94 |
|
|
2013
Q3 | $869K | Buy |
8,276
+124
| +2% | +$13K | 0.32% | 79 |
|
|
2013
Q2 | $841K | Buy |
+8,152
| New | +$841K | 0.34% | 73 |
|