OneDigital Investment 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 | $478K | Buy |
4,869
+60
| +1% | +$5.89K | 0.01% | 917 |
|
|
2025
Q1 | $569K | Buy |
4,809
+612
| +15% | +$72.5K | 0.01% | 810 |
|
|
2024
Q4 | $462K | Sell |
4,197
-244
| -5% | -$26.9K | 0.01% | 921 |
|
|
2024
Q3 | $538K | Buy |
4,441
+67
| +2% | +$8.11K | 0.01% | 908 |
|
|
2024
Q2 | $477K | Buy |
4,374
+24
| +0.6% | +$2.62K | 0.01% | 919 |
|
|
2024
Q1 | $548K | Buy |
4,350
+308
| +8% | +$38.8K | 0.01% | 714 |
|
|
2023
Q4 | $511K | Buy |
4,042
+579
| +17% | +$73.2K | 0.01% | 707 |
|
|
2023
Q3 | $426K | Sell |
3,463
-1,720
| -33% | -$211K | 0.01% | 697 |
|
|
2023
Q2 | $765K | Buy |
5,183
+49
| +1% | +$7.24K | 0.02% | 487 |
|
|
2023
Q1 | $808K | Sell |
5,134
-503
| -9% | -$79.2K | 0.02% | 449 |
|
|
2022
Q4 | $893K | Buy |
5,637
+2
| +0% | +$317 | 0.03% | 376 |
|
|
2022
Q3 | $774K | Sell |
5,635
-2
| -0% | -$275 | 0.03% | 352 |
|
|
2022
Q2 | $722K | Buy |
5,637
+14
| +0.2% | +$1.79K | 0.03% | 326 |
|
|
2022
Q1 | $761K | Sell |
5,623
-298
| -5% | -$40.3K | 0.03% | 335 |
|
|
2021
Q4 | $804K | Buy |
5,921
+4
| +0.1% | +$543 | 0.03% | 314 |
|
|
2021
Q3 | $710K | Buy |
5,917
+2
| +0% | +$240 | 0.03% | 331 |
|
|
2021
Q2 | $766K | Sell |
5,915
-11
| -0.2% | -$1.43K | 0.03% | 304 |
|
|
2021
Q1 | $750K | Buy |
5,926
+9
| +0.2% | +$1.14K | 0.04% | 296 |
|
|
2020
Q4 | $684K | Buy |
5,917
+6
| +0.1% | +$694 | 0.04% | 287 |
|
|
2020
Q3 | $683K | Sell |
5,911
-1,038
| -15% | -$120K | 0.05% | 247 |
|
|
2020
Q2 | $735K | Sell |
6,949
-114
| -2% | -$12.1K | 0.05% | 242 |
|
|
2020
Q1 | $784K | Sell |
7,063
-332
| -4% | -$36.9K | 0.07% | 220 |
|
|
2019
Q4 | $770K | Sell |
7,395
-289
| -4% | -$30.1K | 0.06% | 226 |
|
|
2019
Q3 | $845K | Sell |
7,684
-214
| -3% | -$23.5K | 0.08% | 191 |
|
|
2019
Q2 | $910K | Buy |
7,898
+7,683
| +3,573% | +$885K | 0.07% | 164 |
|
|
2019
Q1 | $25K | Buy |
215
+213
| +10,650% | +$24.8K | ﹤0.01% | 672 |
|
|
2018
Q4 | $0 | Sell |
2
-171
| -99% | – | ﹤0.01% | 1266 |
|
|
2018
Q3 | $18K | Buy |
173
+26
| +18% | +$2.71K | ﹤0.01% | 699 |
|
|
2018
Q2 | $16K | Buy |
147
+145
| +7,250% | +$15.8K | ﹤0.01% | 899 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1273 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1153 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1237 |
|