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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.52M | Buy |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $695K | Sell |
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|
2024
Q2 | $940K | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $856K | Buy |
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|
2023
Q2 | $775K | Buy |
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|
2023
Q1 | $709K | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $792K | Sell |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $550K | Sell |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $718K | Buy |
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|
2020
Q3 | $358K | Buy |
|