Key Financial Inc’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 | $33.4K | Hold |
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|
2025
Q2 | $30.2K | Hold |
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|
2025
Q1 | $36.5K | Hold |
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|
2024
Q4 | $33.9K | Sell |
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|
2024
Q3 | $39.8K | Hold |
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|
2024
Q2 | $35.9K | Hold |
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|
2024
Q1 | $41.4K | Hold |
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|
2023
Q4 | $41.6K | Buy |
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|
2023
Q3 | $39.5K | Sell |
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|
2023
Q2 | $51.2K | Buy |
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|
2023
Q1 | $50.5K | Hold |
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|
2022
Q4 | $44.1K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $37K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $36K | Buy |
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