CYG
Clean Yield Group’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
4,493
-447
| -9% | -$43.9K | 0.13% | 93 |
|
|
2025
Q1 | $585K | Sell |
4,940
-577
| -10% | -$68.3K | 0.19% | 81 |
|
|
2024
Q4 | $608K | Sell |
5,517
-50
| -0.9% | -$5.51K | 0.19% | 80 |
|
|
2024
Q3 | $674K | Sell |
5,567
-163
| -3% | -$19.7K | 0.21% | 74 |
|
|
2024
Q2 | $625K | Hold |
5,730
| – | – | 0.23% | 69 |
|
|
2024
Q1 | $721K | Hold |
5,730
| – | – | 0.28% | 66 |
|
|
2023
Q4 | $724K | Hold |
5,730
| – | – | 0.31% | 61 |
|
|
2023
Q3 | $657K | Sell |
5,730
-422
| -7% | -$48.4K | 0.29% | 61 |
|
|
2023
Q2 | $908K | Sell |
6,152
-50
| -0.8% | -$7.38K | 0.37% | 54 |
|
|
2023
Q1 | $976K | Sell |
6,202
-262
| -4% | -$41.2K | 0.42% | 55 |
|
|
2022
Q4 | $1.02M | Sell |
6,464
-180
| -3% | -$28.5K | 0.44% | 57 |
|
|
2022
Q3 | $913K | Hold |
6,644
| – | – | 0.42% | 56 |
|
|
2022
Q2 | $850K | Sell |
6,644
-500
| -7% | -$64K | 0.35% | 60 |
|
|
2022
Q1 | $967K | Sell |
7,144
-165
| -2% | -$22.3K | 0.34% | 63 |
|
|
2021
Q4 | $993K | Buy |
7,309
+70
| +1% | +$9.51K | 0.32% | 62 |
|
|
2021
Q3 | $869K | Sell |
7,239
-10
| -0.1% | -$1.2K | 0.29% | 66 |
|
|
2021
Q2 | $940K | Sell |
7,249
-101
| -1% | -$13.1K | 0.32% | 60 |
|
|
2021
Q1 | $930K | Sell |
7,350
-978
| -12% | -$124K | 0.35% | 58 |
|
|
2020
Q4 | $963K | Sell |
8,328
-708
| -8% | -$81.9K | 0.35% | 54 |
|
|
2020
Q3 | $1.04M | Buy |
9,036
+14
| +0.2% | +$1.62K | 0.42% | 50 |
|
|
2020
Q2 | $955K | Sell |
9,022
-230
| -2% | -$24.3K | 0.41% | 48 |
|
|
2020
Q1 | $1.03M | Sell |
9,252
-1,536
| -14% | -$171K | 0.49% | 48 |
|
|
2019
Q4 | $1.12M | Sell |
10,788
-22
| -0.2% | -$2.29K | 0.35% | 56 |
|
|
2019
Q3 | $1.19M | Hold |
10,810
| – | – | 0.39% | 52 |
|
|
2019
Q2 | $1.25M | Sell |
10,810
-810
| -7% | -$93.3K | 0.45% | 51 |
|
|
2019
Q1 | $1.35M | Sell |
11,620
-190
| -2% | -$22.1K | 0.55% | 54 |
|
|
2018
Q4 | $1.1M | Sell |
11,810
-3,350
| -22% | -$313K | 0.48% | 59 |
|
|
2018
Q3 | $1.56M | Sell |
15,160
-200
| -1% | -$20.5K | 0.62% | 55 |
|
|
2018
Q2 | $1.65M | Sell |
15,360
-2,750
| -15% | -$296K | 0.68% | 54 |
|
|
2018
Q1 | $2.25M | Sell |
18,110
-707
| -4% | -$87.7K | 0.95% | 42 |
|
|
2017
Q4 | $2.34M | Sell |
18,817
-8
| -0% | -$994 | 0.93% | 40 |
|
|
2017
Q3 | $1.98M | Sell |
18,825
-160
| -0.8% | -$16.8K | 0.81% | 48 |
|
|
2017
Q2 | $2.22M | Sell |
18,985
-329
| -2% | -$38.4K | 0.93% | 41 |
|
|
2017
Q1 | $2.53M | Sell |
19,314
-5,336
| -22% | -$700K | 1.07% | 35 |
|
|
2016
Q4 | $3.16M | Sell |
24,650
-130
| -0.5% | -$16.6K | 1.42% | 23 |
|
|
2016
Q3 | $3.36M | Hold |
24,780
| – | – | 1.46% | 23 |
|
|
2016
Q2 | $3.78M | Sell |
24,780
-162
| -0.6% | -$24.7K | 1.62% | 18 |
|
|
2016
Q1 | $3.19M | Sell |
24,942
-1,518
| -6% | -$194K | 1.42% | 24 |
|
|
2015
Q4 | $3.24M | Sell |
26,460
-600
| -2% | -$73.4K | 1.6% | 17 |
|
|
2015
Q3 | $3.15M | Sell |
27,060
-1,580
| -6% | -$184K | 1.48% | 21 |
|
|
2015
Q2 | $3.11M | Sell |
28,640
-4,744
| -14% | -$514K | 1.43% | 24 |
|
|
2015
Q1 | $3.86M | Sell |
33,384
-3,593
| -10% | -$416K | 1.66% | 18 |
|
|
2014
Q4 | $3.73M | Sell |
36,977
-300
| -0.8% | -$30.3K | 1.68% | 20 |
|
|
2014
Q3 | $3.69M | Sell |
37,277
-792
| -2% | -$78.4K | 1.77% | 17 |
|
|
2014
Q2 | $4.06M | Sell |
38,069
-1,300
| -3% | -$139K | 2% | 10 |
|
|
2014
Q1 | $3.83M | Buy |
39,369
+2,740
| +7% | +$266K | 1.98% | 11 |
|
|
2013
Q4 | $3.8M | Sell |
36,629
-74
| -0.2% | -$7.67K | 2.03% | 11 |
|
|
2013
Q3 | $3.86M | Hold |
36,703
| – | – | 2.09% | 11 |
|
|
2013
Q2 | $3.79M | Buy |
+36,703
| New | +$3.79M | 2.16% | 8 |
|