Capital Advisors Ltd’s J.M. Smucker SJM Stock Holding History

Capital Advisors Ltd’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8K	Sell	84 -34	-29%	-$3.24K	﹤0.01%	848
2025 Q1	$14K	Sell	118 -113	-49%	-$13.4K	﹤0.01%	698
2024 Q4	$25K	Buy	231 +151	+189%	+$16.3K	﹤0.01%	579
2024 Q3	$10K	Buy	80 +20	+33%	+$2.5K	﹤0.01%	780
2024 Q2	$7K	Buy	60 +29	+94%	+$3.38K	﹤0.01%	847
2024 Q1	$4K	Buy	31 +6	+24%	+$774	﹤0.01%	932
2023 Q4	$3K	Hold	25	–	–	﹤0.01%	963
2023 Q3	$3K	Sell	25 -16	-39%	-$1.92K	﹤0.01%	954
2023 Q2	$6K	Sell	41 -68	-62%	-$9.95K	﹤0.01%	805
2023 Q1	$17K	Buy	109 +62	+132%	+$9.67K	﹤0.01%	482
2022 Q4	$7K	Sell	47 -2	-4%	-$298	﹤0.01%	608
2022 Q3	$7K	Buy	49 +16	+48%	+$2.29K	﹤0.01%	585
2022 Q2	$4K	Buy	33 +8	+32%	+$970	﹤0.01%	604
2022 Q1	$3K	Sell	25 -3	-11%	-$360	﹤0.01%	616
2021 Q4	$4K	Sell	28 -153	-85%	-$21.9K	﹤0.01%	586
2021 Q3	$22K	Buy	181 +156	+624%	+$19K	﹤0.01%	376
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	464
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	463
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	431
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	431
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	429
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	433
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	396
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	392
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	418
2019 Q1	$3K	Hold	25	–	–	﹤0.01%	413
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	428
2018 Q3	$3K	Hold	25	–	–	﹤0.01%	462
2018 Q2	$3K	Hold	25	–	–	﹤0.01%	383
2018 Q1	$3K	Hold	25	–	–	﹤0.01%	373
2017 Q4	$3K	Hold	25	–	–	﹤0.01%	378
2017 Q3	$3K	Hold	25	–	–	﹤0.01%	377
2017 Q2	$3K	Hold	25	–	–	﹤0.01%	376
2017 Q1	$3K	Hold	25	–	–	﹤0.01%	364
2016 Q4	$3K	Hold	25	–	–	﹤0.01%	369
2016 Q3	$3K	Hold	25	–	–	﹤0.01%	340
2016 Q2	$4K	Hold	25	–	–	﹤0.01%	319
2016 Q1	$3K	Hold	25	–	–	﹤0.01%	317
2015 Q4	$3K	Hold	25	–	–	﹤0.01%	313
2015 Q3	$3K	Hold	25	–	–	﹤0.01%	306
2015 Q2	$3K	Buy	+25	New	+$3K	﹤0.01%	320