Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.76M | Buy |
36,892
+3,391
| +10% | +$346K | 0.02% | 591 |
|
|
2019
Q3 | $3.69M | Buy |
33,501
+3,277
| +11% | +$361K | 0.03% | 586 |
|
|
2019
Q2 | $3.49M | Buy |
30,224
+1,826
| +6% | +$211K | 0.03% | 586 |
|
|
2019
Q1 | $3.3M | Sell |
28,398
-403
| -1% | -$46.8K | 0.03% | 576 |
|
|
2018
Q4 | $2.72M | Buy |
28,801
+11,217
| +64% | +$1.06M | 0.02% | 561 |
|
|
2018
Q3 | $1.8M | Sell |
17,584
-5,666
| -24% | -$581K | 0.02% | 773 |
|
|
2018
Q2 | $2.87M | Hold |
23,250
| – | – | 0.03% | 555 |
|
|
2018
Q1 | $2.87M | Buy |
23,250
+516
| +2% | +$63.7K | 0.03% | 555 |
|
|
2017
Q4 | $2.83M | Buy |
22,734
+141
| +0.6% | +$17.5K | 0.03% | 547 |
|
|
2017
Q3 | $2.37M | Sell |
22,593
-861
| -4% | -$90.3K | 0.03% | 556 |
|
|
2017
Q2 | $2.78M | Sell |
23,454
-1,579
| -6% | -$187K | 0.03% | 464 |
|
|
2017
Q1 | $3.28M | Sell |
25,033
-1,942
| -7% | -$255K | 0.04% | 389 |
|
|
2016
Q4 | $3.47M | Buy |
26,975
+4,525
| +20% | +$582K | 0.05% | 348 |
|
|
2016
Q3 | $3.04M | Sell |
22,450
-1,188
| -5% | -$161K | 0.05% | 371 |
|
|
2016
Q2 | $3.6M | Buy |
23,638
+5,054
| +27% | +$769K | 0.06% | 296 |
|
|
2016
Q1 | $2.42M | Buy |
18,584
+1,475
| +9% | +$192K | 0.04% | 372 |
|
|
2015
Q4 | $2.11M | Buy |
17,109
+5,074
| +42% | +$625K | 0.04% | 402 |
|
|
2015
Q3 | $1.37M | Buy |
12,035
+142
| +1% | +$16.2K | 0.03% | 510 |
|
|
2015
Q2 | $1.29M | Buy |
11,893
+495
| +4% | +$53.8K | 0.02% | 576 |
|
|
2015
Q1 | $1.32M | Buy |
11,398
+891
| +8% | +$103K | 0.03% | 567 |
|
|
2014
Q4 | $1.08M | Buy |
10,507
+3,122
| +42% | +$319K | 0.02% | 565 |
|
|
2014
Q3 | $732K | Sell |
7,385
-61
| -0.8% | -$6.05K | 0.02% | 633 |
|
|
2014
Q2 | $792K | Buy |
7,446
+131
| +2% | +$13.9K | 0.02% | 582 |
|
|
2014
Q1 | $712K | Sell |
7,315
-3,994
| -35% | -$389K | 0.02% | 593 |
|
|
2013
Q4 | $1.17M | Buy |
11,309
+111
| +1% | +$11.5K | 0.04% | 395 |
|
|
2013
Q3 | $1.18M | Buy |
11,198
+7,014
| +168% | +$738K | 0.04% | 355 |
|
|
2013
Q2 | $432K | Buy |
+4,184
| New | +$432K | 0.02% | 682 |
|