Creative Financial Designs’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 | $79.7K | Sell |
812
-15,174
| -95% | -$1.49M | 0.01% | 726 |
|
|
2025
Q1 | $1.89M | Buy |
15,986
+1,641
| +11% | +$194K | 0.15% | 118 |
|
|
2024
Q4 | $1.58M | Buy |
14,345
+642
| +5% | +$70.7K | 0.13% | 137 |
|
|
2024
Q3 | $1.66M | Buy |
13,703
+896
| +7% | +$109K | 0.14% | 134 |
|
|
2024
Q2 | $1.4M | Buy |
12,807
+6,343
| +98% | +$692K | 0.12% | 148 |
|
|
2024
Q1 | $814K | Sell |
6,464
-721
| -10% | -$90.8K | 0.08% | 192 |
|
|
2023
Q4 | $908K | Buy |
7,185
+19
| +0.3% | +$2.4K | 0.09% | 173 |
|
|
2023
Q3 | $881K | Buy |
7,166
+68
| +1% | +$8.36K | 0.1% | 160 |
|
|
2023
Q2 | $1.05M | Sell |
7,098
-463
| -6% | -$68.4K | 0.12% | 147 |
|
|
2023
Q1 | $1.19M | Buy |
7,561
+534
| +8% | +$84K | 0.16% | 128 |
|
|
2022
Q4 | $1.11M | Buy |
7,027
+108
| +2% | +$17.1K | 0.16% | 119 |
|
|
2022
Q3 | $951K | Buy |
6,919
+845
| +14% | +$116K | 0.16% | 124 |
|
|
2022
Q2 | $778K | Buy |
6,074
+892
| +17% | +$114K | 0.13% | 144 |
|
|
2022
Q1 | $702K | Buy |
5,182
+188
| +4% | +$25.5K | 0.11% | 159 |
|
|
2021
Q4 | $678K | Buy |
4,994
+401
| +9% | +$54.4K | 0.1% | 160 |
|
|
2021
Q3 | $551K | Buy |
4,593
+4,337
| +1,694% | +$520K | 0.09% | 169 |
|
|
2021
Q2 | $33K | Sell |
256
-48
| -16% | -$6.19K | 0.01% | 713 |
|
|
2021
Q1 | $38K | Buy |
304
+151
| +99% | +$18.9K | 0.01% | 627 |
|
|
2020
Q4 | $18K | Buy |
153
+2
| +1% | +$235 | ﹤0.01% | 747 |
|
|
2020
Q3 | $17K | Buy |
151
+1
| +0.7% | +$113 | ﹤0.01% | 695 |
|
|
2020
Q2 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 652 |
|
|
2019
Q2 | – | Sell |
-309
| Closed | -$36K | – | 606 |
|
|
2019
Q1 | $36K | Buy |
309
+6
| +2% | +$699 | 0.02% | 245 |
|
|
2018
Q4 | $28K | Buy |
303
+2
| +0.7% | +$185 | 0.02% | 243 |
|
|
2018
Q3 | $31K | Buy |
301
+3
| +1% | +$309 | 0.02% | 278 |
|
|
2018
Q2 | $32K | Buy |
298
+2
| +0.7% | +$215 | 0.02% | 295 |
|
|
2018
Q1 | $37K | Buy |
296
+1
| +0.3% | +$125 | 0.02% | 255 |
|
|
2017
Q4 | $37K | Buy |
295
+2
| +0.7% | +$251 | 0.03% | 247 |
|
|
2017
Q3 | $31K | Buy |
293
+3
| +1% | +$317 | 0.02% | 282 |
|
|
2017
Q2 | $34K | Buy |
290
+1
| +0.3% | +$117 | 0.02% | 271 |
|
|
2017
Q1 | $38K | Sell |
289
-16
| -5% | -$2.1K | 0.03% | 257 |
|
|
2016
Q4 | $39K | Buy |
+305
| New | +$39K | 0.03% | 251 |
|