Curbstone Financial Management Corp’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 | $1.17M | Sell |
11,898
-710
| -6% | -$69.7K | 0.24% | 94 |
|
2025
Q1 | $1.49M | Sell |
12,608
-150
| -1% | -$17.8K | 0.31% | 76 |
|
2024
Q4 | $1.4M | Hold |
12,758
| – | – | 0.3% | 83 |
|
2024
Q3 | $1.54M | Sell |
12,758
-220
| -2% | -$26.6K | 0.33% | 80 |
|
2024
Q2 | $1.42M | Hold |
12,978
| – | – | 0.31% | 83 |
|
2024
Q1 | $1.63M | Sell |
12,978
-100
| -0.8% | -$12.6K | 0.35% | 79 |
|
2023
Q4 | $1.65M | Sell |
13,078
-100
| -0.8% | -$12.6K | 0.38% | 70 |
|
2023
Q3 | $1.62M | Hold |
13,178
| – | – | 0.4% | 66 |
|
2023
Q2 | $1.95M | Sell |
13,178
-150
| -1% | -$22.2K | 0.46% | 59 |
|
2023
Q1 | $2.1M | Sell |
13,328
-300
| -2% | -$47.2K | 0.51% | 55 |
|
2022
Q4 | $2.16M | Sell |
13,628
-70
| -0.5% | -$11.1K | 0.54% | 53 |
|
2022
Q3 | $1.88M | Sell |
13,698
-102
| -0.7% | -$14K | 0.47% | 59 |
|
2022
Q2 | $1.77M | Buy |
13,800
+50
| +0.4% | +$6.4K | 0.41% | 67 |
|
2022
Q1 | $1.86M | Buy |
13,750
+200
| +1% | +$27.1K | 0.34% | 76 |
|
2021
Q4 | $1.84M | Buy |
13,550
+170
| +1% | +$23.1K | 0.33% | 78 |
|
2021
Q3 | $1.61M | Hold |
13,380
| – | – | 0.3% | 80 |
|
2021
Q2 | $1.73M | Sell |
13,380
-150
| -1% | -$19.4K | 0.33% | 76 |
|
2021
Q1 | $1.71M | Buy |
13,530
+20
| +0.1% | +$2.53K | 0.34% | 73 |
|
2020
Q4 | $1.56M | Buy |
13,510
+260
| +2% | +$30.1K | 0.33% | 74 |
|
2020
Q3 | $1.53M | Buy |
13,250
+500
| +4% | +$57.8K | 0.37% | 71 |
|
2020
Q2 | $1.35M | Hold |
12,750
| – | – | 0.35% | 70 |
|
2020
Q1 | $1.42M | Sell |
12,750
-550
| -4% | -$61K | 0.43% | 61 |
|
2019
Q4 | $1.39M | Sell |
13,300
-1,900
| -13% | -$198K | 0.33% | 78 |
|
2019
Q3 | $1.67M | Buy |
15,200
+300
| +2% | +$33K | 0.43% | 63 |
|
2019
Q2 | $1.72M | Sell |
14,900
-100
| -0.7% | -$11.5K | 0.45% | 59 |
|
2019
Q1 | $1.75M | Buy |
15,000
+30
| +0.2% | +$3.49K | 0.48% | 58 |
|
2018
Q4 | $1.4M | Sell |
14,970
-500
| -3% | -$46.8K | 0.42% | 69 |
|
2018
Q3 | $1.59M | Buy |
15,470
+1,450
| +10% | +$149K | 0.41% | 68 |
|
2018
Q2 | $1.51M | Sell |
14,020
-50
| -0.4% | -$5.37K | 0.42% | 69 |
|
2018
Q1 | $1.75M | Buy |
14,070
+6,945
| +97% | +$861K | 0.49% | 58 |
|
2017
Q4 | $885K | Sell |
7,125
-6,325
| -47% | -$786K | 0.49% | 59 |
|
2017
Q3 | $1.41M | Buy |
13,450
+7,210
| +116% | +$756K | 0.41% | 72 |
|
2017
Q2 | $738K | Buy |
6,240
+865
| +16% | +$102K | 0.44% | 68 |
|
2017
Q1 | $705K | Sell |
5,375
-190
| -3% | -$24.9K | 0.43% | 66 |
|
2016
Q4 | $713K | Sell |
5,565
-5,315
| -49% | -$681K | 0.45% | 64 |
|
2016
Q3 | $1.48M | Sell |
10,880
-750
| -6% | -$102K | 0.47% | 65 |
|
2016
Q2 | $1.77M | Sell |
11,630
-250
| -2% | -$38.1K | 0.59% | 48 |
|
2016
Q1 | $1.54M | Sell |
11,880
-400
| -3% | -$51.9K | 0.52% | 57 |
|
2015
Q4 | $1.52M | Buy |
12,280
+5,715
| +87% | +$705K | 0.52% | 57 |
|
2015
Q3 | $749K | Buy |
6,565
+305
| +5% | +$34.8K | 0.54% | 57 |
|
2015
Q2 | $679K | Buy |
6,260
+45
| +0.7% | +$4.88K | 0.45% | 63 |
|
2015
Q1 | $719K | Buy |
6,215
+200
| +3% | +$23.1K | 0.48% | 58 |
|
2014
Q4 | $607K | Buy |
6,015
+950
| +19% | +$95.9K | 0.47% | 66 |
|
2014
Q3 | $501K | Sell |
5,065
-35
| -0.7% | -$3.46K | 0.39% | 73 |
|
2014
Q2 | $544K | Hold |
5,100
| – | – | 0.42% | 69 |
|
2014
Q1 | $496K | Buy |
+5,100
| New | +$496K | 0.4% | 70 |
|