Cetera Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.5M | Buy |
11,906
+2,077
| +21% | +$261K | 0.01% | 958 |
|
|
2023
Q4 | $1.24M | Sell |
9,829
-827
| -8% | -$105K | 0.02% | 686 |
|
|
2023
Q3 | $1.31M | Buy |
10,656
+39
| +0.4% | +$4.79K | 0.02% | 619 |
|
|
2023
Q2 | $1.57M | Buy |
10,617
+495
| +5% | +$73.1K | 0.02% | 550 |
|
|
2023
Q1 | $1.59M | Sell |
10,122
-2,556
| -20% | -$402K | 0.03% | 524 |
|
|
2022
Q4 | $2.01M | Buy |
12,678
+3,389
| +36% | +$537K | 0.04% | 439 |
|
|
2022
Q3 | $1.28M | Buy |
9,289
+113
| +1% | +$15.5K | 0.03% | 463 |
|
|
2022
Q2 | $1.18M | Sell |
9,176
-374
| -4% | -$47.9K | 0.03% | 514 |
|
|
2022
Q1 | $1.29M | Sell |
9,550
-369
| -4% | -$50K | 0.03% | 529 |
|
|
2021
Q4 | $1.35M | Buy |
9,919
+59
| +0.6% | +$8.01K | 0.03% | 499 |
|
|
2021
Q3 | $1.18M | Buy |
9,860
+716
| +8% | +$86K | 0.02% | 554 |
|
|
2021
Q2 | $1.19M | Buy |
9,144
+96
| +1% | +$12.4K | 0.03% | 494 |
|
|
2021
Q1 | $1.15M | Buy |
9,048
+2,267
| +33% | +$287K | 0.03% | 439 |
|
|
2020
Q4 | $784K | Buy |
6,781
+619
| +10% | +$71.6K | 0.03% | 487 |
|
|
2020
Q3 | $712K | Buy |
6,162
+701
| +13% | +$81K | 0.03% | 451 |
|
|
2020
Q2 | $578K | Buy |
5,461
+336
| +7% | +$35.6K | 0.02% | 489 |
|
|
2020
Q1 | $569K | Sell |
5,125
-259
| -5% | -$28.8K | 0.03% | 434 |
|
|
2019
Q4 | $560K | Sell |
5,384
-160
| -3% | -$16.6K | 0.02% | 524 |
|
|
2019
Q3 | $610K | Sell |
5,544
-89
| -2% | -$9.79K | 0.03% | 479 |
|
|
2019
Q2 | $651K | Sell |
5,633
-78
| -1% | -$9.01K | 0.03% | 478 |
|
|
2019
Q1 | $666K | Sell |
5,711
-814
| -12% | -$94.9K | 0.03% | 417 |
|
|
2018
Q4 | $608K | Buy |
6,525
+1,000
| +18% | +$93.2K | 0.04% | 423 |
|
|
2018
Q3 | $569K | Buy |
5,525
+1,358
| +33% | +$140K | 0.03% | 514 |
|
|
2018
Q2 | $452K | Sell |
4,167
-150
| -3% | -$16.3K | 0.03% | 534 |
|
|
2018
Q1 | $536K | Sell |
4,317
-627
| -13% | -$77.8K | 0.03% | 454 |
|
|
2017
Q4 | $615K | Buy |
4,944
+218
| +5% | +$27.1K | 0.04% | 391 |
|
|
2017
Q3 | $496K | Sell |
4,726
-1,149
| -20% | -$121K | 0.03% | 466 |
|
|
2017
Q2 | $698K | Sell |
5,875
-246
| -4% | -$29.2K | 0.04% | 379 |
|
|
2017
Q1 | $801K | Buy |
6,121
+1,046
| +21% | +$137K | 0.05% | 340 |
|
|
2016
Q4 | $652K | Buy |
5,075
+435
| +9% | +$55.9K | 0.05% | 350 |
|
|
2016
Q3 | $630K | Sell |
4,640
-1,578
| -25% | -$214K | 0.05% | 354 |
|
|
2016
Q2 | $949K | Buy |
6,218
+2,015
| +48% | +$308K | 0.07% | 271 |
|
|
2016
Q1 | $544K | Buy |
4,203
+533
| +15% | +$69K | 0.05% | 383 |
|
|
2015
Q4 | $451K | Buy |
3,670
+445
| +14% | +$54.7K | 0.04% | 424 |
|
|
2015
Q3 | $365K | Buy |
3,225
+993
| +44% | +$112K | 0.03% | 437 |
|
|
2015
Q2 | $241K | Buy |
2,232
+56
| +3% | +$6.05K | 0.02% | 598 |
|
|
2015
Q1 | $254K | Buy |
2,176
+86
| +4% | +$10K | 0.02% | 555 |
|
|
2014
Q4 | $211K | Buy |
2,090
+11
| +0.5% | +$1.11K | 0.02% | 588 |
|
|
2014
Q3 | $206K | Buy |
+2,079
| New | +$206K | 0.02% | 541 |
|