Jones Financial Companies’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $807K | Buy |
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|
2025
Q2 | $462K | Buy |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $97.5K | Buy |
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|
2023
Q4 | $15.4K | Hold |
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|
2023
Q3 | $15K | Hold |
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|
2023
Q2 | $18K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8K | Sell |
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|
2013
Q2 | $12K | Buy |
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