Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Buy |
31,000
+7,258
| +31% | +$760K | 0.01% | 1065 |
|
|
2025
Q4 | $2.32M | Buy |
23,742
+514
| +2% | +$53.1K | 0.01% | 1131 |
|
|
2025
Q3 | $2.52M | Buy |
23,228
+17,772
| +326% | +$1.93M | 0.01% | 1030 |
|
|
2025
Q2 | $536K | Buy |
5,456
+1,423
| +35% | +$156K | ﹤0.01% | 1921 |
|
|
2025
Q1 | $478K | Sell |
4,033
-806
| -17% | -$87K | ﹤0.01% | 1844 |
|
|
2024
Q4 | $533K | Sell |
4,839
-901
| -16% | -$104K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $695K | Sell |
5,740
-3,532
| -38% | -$416K | ﹤0.01% | 1548 |
|
|
2024
Q2 | $940K | Sell |
9,272
-1,519
| -14% | -$172K | 0.01% | 1361 |
|
|
2024
Q1 | $1.36M | Buy |
10,791
+913
| +9% | +$116K | 0.01% | 1056 |
|
|
2023
Q4 | $1.25M | Buy |
9,878
+2,915
| +42% | +$338K | 0.01% | 1009 |
|
|
2023
Q3 | $856K | Buy |
6,963
+1,714
| +33% | +$243K | 0.01% | 1072 |
|
|
2023
Q2 | $775K | Buy |
5,249
+742
| +16% | +$113K | 0.01% | 1099 |
|
|
2023
Q1 | $709K | Sell |
4,507
-4,416
| -49% | -$671K | 0.01% | 1108 |
|
|
2022
Q4 | $1.41M | Buy |
8,923
+3,162
| +55% | +$471K | 0.01% | 897 |
|
|
2022
Q3 | $792K | Sell |
5,761
-5,598
| -49% | -$763K | 0.01% | 1078 |
|
|
2022
Q2 | $1.45M | Buy |
11,359
+6,451
| +131% | +$860K | 0.01% | 800 |
|
|
2022
Q1 | $665K | Sell |
4,908
-699
| -12% | -$95.3K | 0.01% | 1128 |
|
|
2021
Q4 | $761K | Buy |
5,607
+911
| +19% | +$116K | 0.01% | 1094 |
|
|
2021
Q3 | $564K | Buy |
4,696
+452
| +11% | +$57.5K | 0.01% | 1321 |
|
|
2021
Q2 | $550K | Sell |
4,244
-92
| -2% | -$12.2K | 0.01% | 1240 |
|
|
2021
Q1 | $549K | Sell |
4,336
-1,921
| -31% | -$227K | 0.01% | 1142 |
|
|
2020
Q4 | $718K | Buy |
6,257
+6,210
| +13,213% | +$722K | 0.01% | 1024 |
|
|
2020
Q3 | $358K | Buy |
+47
| New | +$5.24K | 0.01% | 1024 |
|
Other funds holding SJM
VCM
VPM
