Larson Financial Group’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 | $20.9K | Buy |
213
+12
| +6% | +$1.18K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $23.8K | Buy |
201
+60
| +43% | +$7.1K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $15.6K | Buy |
141
+52
| +58% | +$5.74K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $10.8K | Buy |
89
+69
| +345% | +$8.38K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $2.21K | Buy |
+20
| New | +$2.21K | ﹤0.01% | 1579 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$675 | – | 1884 |
|
|
2023
Q4 | $675 | Hold |
5
| – | – | ﹤0.01% | 1533 |
|
|
2023
Q3 | $652 | Sell |
5
-71
| -93% | -$9.26K | ﹤0.01% | 1548 |
|
|
2023
Q2 | $11.3K | Buy |
76
+3
| +4% | +$445 | ﹤0.01% | 893 |
|
|
2023
Q1 | $11.5K | Hold |
73
| – | – | ﹤0.01% | 885 |
|
|
2022
Q4 | $11.6K | Hold |
73
| – | – | ﹤0.01% | 822 |
|
|
2022
Q3 | $10K | Buy |
73
+71
| +3,550% | +$9.73K | ﹤0.01% | 798 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q4 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 1160 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 846 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 786 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 791 |
|