MCF 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 | $18.2K | Hold |
185
| – | – | ﹤0.01% | 571 |
|
|
2025
Q1 | $21.9K | Sell |
185
-20
| -10% | -$2.37K | ﹤0.01% | 530 |
|
|
2024
Q4 | $22.6K | Hold |
205
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $24.8K | Hold |
205
| – | – | ﹤0.01% | 503 |
|
|
2024
Q2 | $22.4K | Hold |
205
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $25.8K | Hold |
205
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $25.9K | Sell |
205
-85
| -29% | -$10.7K | ﹤0.01% | 468 |
|
|
2023
Q3 | $35.6K | Hold |
290
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $42.8K | Hold |
290
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $45.6K | Buy |
290
+85
| +41% | +$13.4K | ﹤0.01% | 369 |
|
|
2022
Q4 | $32.5K | Hold |
205
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $28K | Hold |
205
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $26K | Hold |
205
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $28K | Buy |
+205
| New | +$28K | ﹤0.01% | 417 |
|
|
2021
Q4 | – | Sell |
-205
| Closed | -$25K | – | 574 |
|
|
2021
Q3 | $25K | Buy |
205
+7
| +4% | +$854 | ﹤0.01% | 388 |
|
|
2021
Q2 | $26K | Hold |
198
| – | – | ﹤0.01% | 361 |
|
|
2021
Q1 | $25K | Buy |
198
+2
| +1% | +$253 | ﹤0.01% | 343 |
|
|
2020
Q4 | $23K | Sell |
196
-180
| -48% | -$21.1K | ﹤0.01% | 327 |
|
|
2020
Q3 | $43K | Sell |
376
-6
| -2% | -$686 | 0.01% | 251 |
|
|
2020
Q2 | $40K | Hold |
382
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $42K | Buy |
382
+180
| +89% | +$19.8K | 0.01% | 249 |
|
|
2019
Q4 | $21K | Hold |
202
| – | – | ﹤0.01% | 325 |
|
|
2019
Q3 | $22K | Buy |
202
+158
| +359% | +$17.2K | ﹤0.01% | 319 |
|
|
2019
Q2 | $5K | Hold |
44
| – | – | ﹤0.01% | 385 |
|
|
2019
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 380 |
|
|
2018
Q4 | $4K | Sell |
44
-18
| -29% | -$1.64K | ﹤0.01% | 405 |
|
|
2018
Q3 | $6K | Sell |
62
-18
| -23% | -$1.74K | ﹤0.01% | 386 |
|
|
2018
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $10K | Buy |
80
+48
| +150% | +$6K | ﹤0.01% | 340 |
|
|
2017
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 391 |
|
|
2017
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 430 |
|
|
2017
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 418 |
|
|
2017
Q1 | $4K | Sell |
32
-49
| -60% | -$6.13K | ﹤0.01% | 399 |
|
|
2016
Q4 | $10K | Sell |
81
-35
| -30% | -$4.32K | ﹤0.01% | 318 |
|
|
2016
Q3 | $16K | Hold |
116
| – | – | ﹤0.01% | 289 |
|
|
2016
Q2 | $18K | Buy |
116
+35
| +43% | +$5.43K | ﹤0.01% | 306 |
|
|
2016
Q1 | $11K | Sell |
81
-200
| -71% | -$27.2K | ﹤0.01% | 319 |
|
|
2015
Q4 | $35K | Sell |
281
-84
| -23% | -$10.5K | 0.01% | 210 |
|
|
2015
Q3 | $42K | Buy |
365
+187
| +105% | +$21.5K | 0.01% | 193 |
|
|
2015
Q2 | $19K | Buy |
178
+55
| +45% | +$5.87K | ﹤0.01% | 266 |
|
|
2015
Q1 | $14K | Hold |
123
| – | – | ﹤0.01% | 295 |
|
|
2014
Q4 | $12K | Hold |
123
| – | – | ﹤0.01% | 296 |
|
|
2014
Q3 | $12K | Hold |
123
| – | – | ﹤0.01% | 304 |
|
|
2014
Q2 | $12K | Hold |
123
| – | – | ﹤0.01% | 302 |
|
|
2014
Q1 | $12K | Sell |
123
-8
| -6% | -$780 | ﹤0.01% | 305 |
|
|
2013
Q4 | $13K | Sell |
131
-20
| -13% | -$1.99K | ﹤0.01% | 267 |
|
|
2013
Q3 | $15K | Buy |
151
+126
| +504% | +$12.5K | 0.01% | 253 |
|
|
2013
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 288 |
|