Lido Advisors’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 | $247K | Sell |
2,515
-6,598
| -72% | -$648K | ﹤0.01% | 1280 |
|
|
2025
Q1 | $1.08M | Buy |
9,113
+1,227
| +16% | +$145K | ﹤0.01% | 700 |
|
|
2024
Q4 | $868K | Buy |
7,886
+40
| +0.5% | +$4.41K | ﹤0.01% | 751 |
|
|
2024
Q3 | $950K | Buy |
7,846
+881
| +13% | +$107K | ﹤0.01% | 666 |
|
|
2024
Q2 | $759K | Sell |
6,965
-5,101
| -42% | -$556K | ﹤0.01% | 711 |
|
|
2024
Q1 | $1.52M | Buy |
+12,066
| New | +$1.52M | 0.01% | 469 |
|
|
2023
Q4 | – | Sell |
-2,389
| Closed | -$294K | – | 1230 |
|
|
2023
Q3 | $294K | Sell |
2,389
-9,604
| -80% | -$1.18M | ﹤0.01% | 827 |
|
|
2023
Q2 | $1.77M | Sell |
11,993
-7,127
| -37% | -$1.05M | 0.01% | 364 |
|
|
2023
Q1 | $3.01M | Buy |
19,120
+17,366
| +990% | +$2.73M | 0.03% | 255 |
|
|
2022
Q4 | $278K | Sell |
1,754
-191
| -10% | -$30.3K | ﹤0.01% | 724 |
|
|
2022
Q3 | $267K | Sell |
1,945
-8,226
| -81% | -$1.13M | ﹤0.01% | 702 |
|
|
2022
Q2 | $1.3M | Sell |
10,171
-1,689
| -14% | -$216K | 0.02% | 263 |
|
|
2022
Q1 | $1.61M | Buy |
11,860
+2,402
| +25% | +$325K | 0.02% | 263 |
|
|
2021
Q4 | $1.28M | Buy |
9,458
+795
| +9% | +$108K | 0.01% | 321 |
|
|
2021
Q3 | $1.04M | Sell |
8,663
-81
| -0.9% | -$9.72K | 0.01% | 357 |
|
|
2021
Q2 | $1.13M | Sell |
8,744
-345
| -4% | -$44.7K | 0.02% | 312 |
|
|
2021
Q1 | $1.15M | Buy |
9,089
+1,772
| +24% | +$224K | 0.02% | 276 |
|
|
2020
Q4 | $845K | Buy |
+7,317
| New | +$845K | 0.02% | 321 |
|