Farther Finance Advisors’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 | $594K | Buy |
6,054
+3,131
| +107% | +$307K | 0.01% | 826 |
|
|
2025
Q1 | $346K | Buy |
2,923
+1,554
| +114% | +$184K | 0.01% | 962 |
|
|
2024
Q4 | $151K | Sell |
1,369
-677
| -33% | -$74.6K | 0.01% | 1124 |
|
|
2024
Q3 | $248K | Buy |
2,046
+450
| +28% | +$54.5K | 0.01% | 909 |
|
|
2024
Q2 | $176K | Buy |
1,596
+92
| +6% | +$10.2K | 0.01% | 895 |
|
|
2024
Q1 | $188K | Sell |
1,504
-56
| -4% | -$6.99K | 0.01% | 709 |
|
|
2023
Q4 | $197K | Buy |
1,560
+463
| +42% | +$58.5K | 0.01% | 558 |
|
|
2023
Q3 | $135K | Sell |
1,097
-122
| -10% | -$15K | 0.02% | 472 |
|
|
2023
Q2 | $180K | Buy |
1,219
+193
| +19% | +$28.5K | 0.04% | 330 |
|
|
2023
Q1 | $161K | Sell |
1,026
-32
| -3% | -$5.04K | 0.05% | 292 |
|
|
2022
Q4 | $168K | Buy |
+1,058
| New | +$168K | 0.07% | 249 |
|