Cetera Investment Advisers’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.9M | Buy |
50,768
+15,523
| +44% | +$1.63M | 0.01% | 1516 |
|
|
2025
Q4 | $3.45M | Sell |
35,245
-257
| -0.7% | -$26.6K | ﹤0.01% | 1741 |
|
|
2025
Q3 | $3.86M | Buy |
35,502
+5,763
| +19% | +$626K | ﹤0.01% | 1632 |
|
|
2025
Q2 | $2.92M | Buy |
29,739
+610
| +2% | +$67.1K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $3.45M | Buy |
29,129
+5,241
| +22% | +$566K | 0.01% | 1355 |
|
|
2024
Q4 | $2.63M | Sell |
23,888
-1,559
| -6% | -$179K | 0.01% | 1448 |
|
|
2024
Q3 | $3.08M | Buy |
25,447
+561
| +2% | +$66.1K | 0.01% | 1297 |
|
|
2024
Q2 | $2.71M | Buy |
24,886
+712
| +3% | +$80.6K | 0.01% | 1356 |
|
|
2024
Q1 | $3.04M | Buy |
24,174
+9,250
| +62% | +$1.17M | 0.01% | 1270 |
|
|
2023
Q4 | $1.89M | Buy |
14,924
+941
| +7% | +$109K | 0.02% | 824 |
|
|
2023
Q3 | $1.72M | Buy |
13,983
+416
| +3% | +$59.1K | 0.01% | 815 |
|
|
2023
Q2 | $2M | Sell |
13,567
-2,521
| -16% | -$385K | 0.02% | 767 |
|
|
2023
Q1 | $2.53M | Sell |
16,088
-2,890
| -15% | -$439K | 0.02% | 656 |
|
|
2022
Q4 | $3.01M | Buy |
18,978
+3,199
| +20% | +$477K | 0.03% | 552 |
|
|
2022
Q3 | $2.17M | Sell |
15,779
-1,485
| -9% | -$202K | 0.04% | 427 |
|
|
2022
Q2 | $2.21M | Buy |
17,264
+407
| +2% | +$54.3K | 0.04% | 501 |
|
|
2022
Q1 | $2.28M | Sell |
16,857
-707
| -4% | -$96.4K | 0.03% | 512 |
|
|
2021
Q4 | $2.38M | Sell |
17,564
-1,015
| -5% | -$129K | 0.03% | 496 |
|
|
2021
Q3 | $2.23M | Buy |
18,579
+3,783
| +26% | +$481K | 0.04% | 484 |
|
|
2021
Q2 | $1.92M | Buy |
14,796
+1,243
| +9% | +$165K | 0.03% | 522 |
|
|
2021
Q1 | $1.72M | Sell |
13,553
-1,840
| -12% | -$217K | 0.03% | 467 |
|
|
2020
Q4 | $1.78M | Buy |
+15,393
| New | +$1.79M | 0.04% | 460 |
|
|
2016
Q3 | – | Sell |
-3,767
| Closed | -$572K | – | 315 |
|
|
2016
Q2 | $572K | Sell |
3,767
-707
| -16% | -$94K | 0.22% | 131 |
|
|
2016
Q1 | $581K | Sell |
4,474
-260
| -5% | -$32.8K | 0.25% | 116 |
|
|
2015
Q4 | $580K | Buy |
+4,734
| New | +$564K | 0.27% | 114 |
|
Other funds holding SJM
VCM
VPM
