Key Financial Inc’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 | $30.2K | Hold |
308
| – | – | 0.01% | 593 |
|
|
2025
Q1 | $36.5K | Hold |
308
| – | – | 0.01% | 532 |
|
|
2024
Q4 | $33.9K | Sell |
308
-21
| -6% | -$2.31K | 0.01% | 547 |
|
|
2024
Q3 | $39.8K | Hold |
329
| – | – | 0.01% | 515 |
|
|
2024
Q2 | $35.9K | Hold |
329
| – | – | 0.01% | 522 |
|
|
2024
Q1 | $41.4K | Hold |
329
| – | – | 0.01% | 468 |
|
|
2023
Q4 | $41.6K | Buy |
329
+8
| +2% | +$1.01K | 0.01% | 458 |
|
|
2023
Q3 | $39.5K | Sell |
321
-26
| -7% | -$3.2K | 0.01% | 444 |
|
|
2023
Q2 | $51.2K | Buy |
347
+26
| +8% | +$3.84K | 0.02% | 404 |
|
|
2023
Q1 | $50.5K | Hold |
321
| – | – | 0.02% | 393 |
|
|
2022
Q4 | $44.1K | Hold |
321
| – | – | 0.02% | 383 |
|
|
2022
Q3 | $44K | Hold |
321
| – | – | 0.02% | 389 |
|
|
2022
Q2 | $42K | Hold |
321
| – | – | 0.02% | 393 |
|
|
2022
Q1 | $43K | Hold |
321
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $44K | Hold |
321
| – | – | 0.02% | 363 |
|
|
2021
Q3 | $39K | Sell |
321
-352
| -52% | -$42.8K | 0.02% | 376 |
|
|
2021
Q2 | $88K | Buy |
673
+352
| +110% | +$46K | 0.05% | 248 |
|
|
2021
Q1 | $41K | Hold |
321
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $37K | Buy |
+321
| New | +$37K | 0.03% | 293 |
|
|
2020
Q2 | – | Sell |
-321
| Closed | -$36K | – | 531 |
|
|
2020
Q1 | $36K | Buy |
+321
| New | +$36K | 0.04% | 255 |
|