Commonwealth Equity Services’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5M Buy
107,172
+4,820
+5% +$473K 0.01% 872
2025
Q1
$12.1M Sell
102,352
-1,241
-1% -$147K 0.02% 765
2024
Q4
$11.4M Buy
103,593
+7,149
+7% +$787K 0.02% 772
2024
Q3
$11.7M Buy
96,444
+7,707
+9% +$933K 0.02% 752
2024
Q2
$9.68M Buy
88,737
+7,493
+9% +$817K 0.02% 826
2024
Q1
$10.2M Buy
81,244
+292
+0.4% +$36.8K 0.02% 779
2023
Q4
$10.2M Sell
80,952
-901
-1% -$114K 0.02% 728
2023
Q3
$10.1M Sell
81,853
-2,250
-3% -$277K 0.02% 670
2023
Q2
$12.4M Buy
84,103
+12,362
+17% +$1.83M 0.03% 597
2023
Q1
$11.3K Buy
71,741
+1,922
+3% +$302 0.02% 609
2022
Q4
$11.1M Buy
69,819
+1,790
+3% +$284K 0.03% 591
2022
Q3
$9.35M Buy
68,029
+531
+0.8% +$73K 0.02% 601
2022
Q2
$8.64M Buy
67,498
+5,176
+8% +$663K 0.02% 640
2022
Q1
$8.44M Buy
62,322
+1,839
+3% +$249K 0.02% 693
2021
Q4
$8.21M Buy
60,483
+2,516
+4% +$342K 0.02% 681
2021
Q3
$6.96M Buy
57,967
+2,262
+4% +$271K 0.02% 699
2021
Q2
$7.22M Buy
55,705
+1,509
+3% +$196K 0.02% 678
2021
Q1
$6.86M Sell
54,196
-1,183
-2% -$150K 0.02% 644
2020
Q4
$6.4M Buy
55,379
+989
+2% +$114K 0.02% 630
2020
Q3
$6.28M Sell
54,390
-278
-0.5% -$32.1K 0.02% 580
2020
Q2
$5.78M Buy
54,668
+2,169
+4% +$229K 0.02% 571
2020
Q1
$5.83M Sell
52,499
-6,211
-11% -$689K 0.03% 501
2019
Q4
$6.11M Sell
58,710
-6,199
-10% -$645K 0.02% 555
2019
Q3
$7.14M Sell
64,909
-53
-0.1% -$5.83K 0.03% 478
2019
Q2
$7.48M Sell
64,962
-26
-0% -$3K 0.03% 449
2019
Q1
$7.57M Buy
64,988
+1,400
+2% +$163K 0.03% 425
2018
Q4
$5.94M Sell
63,588
-4,432
-7% -$414K 0.03% 454
2018
Q3
$6.98M Buy
68,020
+12,110
+22% +$1.24M 0.03% 432
2018
Q2
$6.01M Buy
55,910
+6,470
+13% +$695K 0.03% 442
2018
Q1
$6.13M Sell
49,440
-3,555
-7% -$441K 0.03% 415
2017
Q4
$6.58M Buy
52,995
+389
+0.7% +$48.3K 0.04% 398
2017
Q3
$5.52M Sell
52,606
-7,271
-12% -$763K 0.03% 417
2017
Q2
$7.09M Sell
59,877
-14,607
-20% -$1.73M 0.05% 338
2017
Q1
$9.76M Buy
74,484
+6,766
+10% +$887K 0.07% 264
2016
Q4
$8.67M Buy
67,718
+13,574
+25% +$1.74M 0.06% 270
2016
Q3
$7.34M Sell
54,144
-5,620
-9% -$762K 0.06% 289
2016
Q2
$9.11M Buy
59,764
+3,437
+6% +$524K 0.08% 236
2016
Q1
$7.31M Buy
56,327
+10,647
+23% +$1.38M 0.07% 270
2015
Q4
$5.63M Buy
45,680
+2,823
+7% +$348K 0.05% 311
2015
Q3
$4.89M Buy
42,857
+4,474
+12% +$510K 0.05% 315
2015
Q2
$4.16M Buy
38,383
+12,670
+49% +$1.37M 0.04% 376
2015
Q1
$2.98M Sell
25,713
-1,431
-5% -$166K 0.03% 476
2014
Q4
$2.74M Buy
27,144
+487
+2% +$49.2K 0.03% 463
2014
Q3
$2.64M Buy
26,657
+1,116
+4% +$110K 0.03% 455
2014
Q2
$2.72M Buy
25,541
+825
+3% +$87.9K 0.03% 450
2014
Q1
$2.4M Buy
24,716
+525
+2% +$51K 0.03% 455
2013
Q4
$2.51M Buy
24,191
+440
+2% +$45.6K 0.04% 412
2013
Q3
$2.5M Buy
23,751
+834
+4% +$87.6K 0.04% 383
2013
Q2
$2.36M Buy
+22,917
New +$2.36M 0.04% 376