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 |
|