IFP 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 | $46.9K | Sell |
477
-26
| -5% | -$2.55K | ﹤0.01% | 2080 |
|
|
2025
Q1 | $65.5K | Sell |
503
-24
| -5% | -$3.12K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $63.5K | Sell |
527
-3,273
| -86% | -$395K | ﹤0.01% | 1705 |
|
|
2024
Q3 | $460K | Sell |
3,800
-14
| -0.4% | -$1.7K | 0.02% | 724 |
|
|
2024
Q2 | $416K | Buy |
3,814
+294
| +8% | +$32.1K | 0.02% | 721 |
|
|
2024
Q1 | $443K | Buy |
3,520
+693
| +25% | +$87.2K | 0.02% | 654 |
|
|
2023
Q4 | $357K | Sell |
2,827
-155
| -5% | -$19.6K | 0.02% | 702 |
|
|
2023
Q3 | $367K | Buy |
2,982
+179
| +6% | +$22K | 0.02% | 701 |
|
|
2023
Q2 | $414K | Sell |
2,803
-17
| -0.6% | -$2.51K | 0.02% | 717 |
|
|
2023
Q1 | $300K | Sell |
2,820
-2,446
| -46% | -$260K | 0.01% | 778 |
|
|
2022
Q4 | $578K | Sell |
5,266
-39
| -0.7% | -$4.28K | 0.02% | 830 |
|
|
2022
Q3 | $580K | Buy |
5,305
+326
| +7% | +$35.6K | 0.02% | 857 |
|
|
2022
Q2 | $544K | Hold |
4,979
| – | – | 0.02% | 813 |
|
|
2022
Q1 | $544K | Buy |
4,979
+2,303
| +86% | +$252K | 0.02% | 813 |
|
|
2021
Q4 | $380K | Buy |
2,676
+11
| +0.4% | +$1.56K | 0.01% | 687 |
|
|
2021
Q3 | $337K | Buy |
2,665
+1,238
| +87% | +$157K | 0.01% | 698 |
|
|
2021
Q2 | $176K | Buy |
1,427
+158
| +12% | +$19.5K | ﹤0.01% | 966 |
|
|
2021
Q1 | $160K | Buy |
1,269
+191
| +18% | +$24.1K | ﹤0.01% | 942 |
|
|
2020
Q4 | $123K | Sell |
1,078
-202
| -16% | -$23K | 0.01% | 1031 |
|
|
2020
Q3 | $146K | Buy |
1,280
+9
| +0.7% | +$1.03K | 0.01% | 826 |
|
|
2020
Q2 | $132K | Buy |
1,271
+98
| +8% | +$10.2K | 0.01% | 820 |
|
|
2020
Q1 | $121K | Sell |
1,173
-93
| -7% | -$9.59K | 0.01% | 751 |
|
|
2019
Q4 | $131K | Sell |
1,266
-971
| -43% | -$100K | 0.01% | 811 |
|
|
2019
Q3 | $242K | Buy |
+2,237
| New | +$242K | 0.02% | 709 |
|
|
2019
Q1 | $175K | Sell |
1,498
-4,597
| -75% | -$537K | 0.02% | 508 |
|
|
2018
Q4 | $572K | Sell |
6,095
-878
| -13% | -$82.4K | 0.03% | 503 |
|
|
2018
Q3 | $715K | Buy |
6,973
+245
| +4% | +$25.1K | 0.03% | 544 |
|
|
2018
Q2 | $723K | Buy |
6,728
+688
| +11% | +$73.9K | 0.03% | 525 |
|
|
2018
Q1 | $750K | Hold |
6,040
| – | – | 0.03% | 476 |
|
|
2017
Q4 | $750K | Sell |
6,040
-7,195
| -54% | -$893K | 0.03% | 476 |
|
|
2017
Q3 | $1.39M | Sell |
13,235
-30
| -0.2% | -$3.15K | 0.06% | 349 |
|
|
2017
Q2 | $1.57M | Sell |
13,265
-600
| -4% | -$71K | 0.07% | 313 |
|
|
2017
Q1 | $1.82M | Buy |
13,865
+5
| +0% | +$655 | 0.08% | 273 |
|
|
2016
Q4 | $1.78M | Sell |
13,860
-319
| -2% | -$40.9K | 0.09% | 254 |
|
|
2016
Q3 | $1.92M | Sell |
14,179
-1,978
| -12% | -$268K | 0.1% | 228 |
|
|
2016
Q2 | $2.46M | Buy |
16,157
+14,659
| +979% | +$2.23M | 0.14% | 159 |
|
|
2016
Q1 | $175K | Sell |
1,498
-11,835
| -89% | -$1.38M | 0.02% | 508 |
|
|
2015
Q4 | $1.65M | Buy |
+13,333
| New | +$1.65M | 0.11% | 197 |
|