Kestra Private Wealth Services’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 | $2.65M | Buy |
27,006
+766
| +3% | +$75.2K | 0.04% | 427 |
|
|
2025
Q1 | $3.11M | Buy |
26,240
+532
| +2% | +$63K | 0.05% | 354 |
|
|
2024
Q4 | $2.83M | Buy |
25,708
+1,892
| +8% | +$208K | 0.05% | 351 |
|
|
2024
Q3 | $2.88M | Buy |
23,816
+841
| +4% | +$102K | 0.05% | 333 |
|
|
2024
Q2 | $2.51M | Buy |
22,975
+20,216
| +733% | +$2.2M | 0.05% | 340 |
|
|
2024
Q1 | $347K | Sell |
2,759
-726
| -21% | -$91.4K | 0.01% | 950 |
|
|
2023
Q4 | $440K | Buy |
3,485
+5
| +0.1% | +$632 | 0.01% | 784 |
|
|
2023
Q3 | $428K | Buy |
3,480
+190
| +6% | +$23.4K | 0.01% | 725 |
|
|
2023
Q2 | $486K | Buy |
3,290
+59
| +2% | +$8.71K | 0.02% | 648 |
|
|
2023
Q1 | $508K | Buy |
3,231
+103
| +3% | +$16.2K | 0.02% | 593 |
|
|
2022
Q4 | $496K | Buy |
3,128
+798
| +34% | +$126K | 0.03% | 526 |
|
|
2022
Q3 | $320K | Buy |
2,330
+216
| +10% | +$29.7K | 0.02% | 630 |
|
|
2022
Q2 | $271K | Buy |
2,114
+128
| +6% | +$16.4K | 0.02% | 689 |
|
|
2022
Q1 | $269K | Buy |
+1,986
| New | +$269K | 0.01% | 779 |
|