Prospera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
3,470
-263
| -7% | -$25.9K | 0.01% | 1057 |
|
|
2025
Q1 | $443K | Sell |
3,733
-146
| -4% | -$17.3K | 0.01% | 827 |
|
|
2024
Q4 | $428K | Sell |
3,879
-648
| -14% | -$71.5K | 0.01% | 801 |
|
|
2024
Q3 | $549K | Sell |
4,527
-107
| -2% | -$13K | 0.01% | 692 |
|
|
2024
Q2 | $506K | Buy |
4,634
+51
| +1% | +$5.57K | 0.01% | 705 |
|
|
2024
Q1 | $577K | Sell |
4,583
-207
| -4% | -$26.1K | 0.02% | 660 |
|
|
2023
Q4 | $605K | Sell |
4,790
-2,746
| -36% | -$347K | 0.02% | 600 |
|
|
2023
Q3 | $927K | Sell |
7,536
-179
| -2% | -$22K | 0.04% | 434 |
|
|
2023
Q2 | $1.14M | Sell |
7,715
-131
| -2% | -$19.4K | 0.04% | 385 |
|
|
2023
Q1 | $1.24M | Sell |
7,846
-27
| -0.3% | -$4.25K | 0.05% | 364 |
|
|
2022
Q4 | $1.25M | Sell |
7,873
-3,612
| -31% | -$572K | 0.06% | 305 |
|
|
2022
Q3 | $1.58M | Sell |
11,485
-77
| -0.7% | -$10.6K | 0.08% | 271 |
|
|
2022
Q2 | $1.48M | Buy |
11,562
+3,504
| +43% | +$449K | 0.08% | 296 |
|
|
2022
Q1 | $1.09M | Buy |
8,058
+443
| +6% | +$60K | 0.05% | 406 |
|
|
2021
Q4 | $1.04M | Sell |
7,615
-473
| -6% | -$64.3K | 0.04% | 404 |
|
|
2021
Q3 | $971K | Sell |
8,088
-215
| -3% | -$25.8K | 0.05% | 381 |
|
|
2021
Q2 | $1.08M | Buy |
8,303
+819
| +11% | +$106K | 0.05% | 360 |
|
|
2021
Q1 | $948K | Buy |
7,484
+545
| +8% | +$69K | 0.06% | 352 |
|
|
2020
Q4 | $803K | Buy |
6,939
+6,880
| +11,661% | +$796K | 0.06% | 333 |
|
|
2020
Q3 | $7K | Sell |
59
-6,669
| -99% | -$791K | ﹤0.01% | 1217 |
|
|
2020
Q2 | $712K | Buy |
6,728
+22
| +0.3% | +$2.33K | 0.06% | 293 |
|
|
2020
Q1 | $744K | Sell |
6,706
-2,284
| -25% | -$253K | 0.08% | 239 |
|
|
2019
Q4 | $936K | Buy |
8,990
+1,820
| +25% | +$189K | 0.07% | 269 |
|
|
2019
Q3 | $789K | Buy |
7,170
+4,281
| +148% | +$471K | 0.08% | 213 |
|
|
2019
Q2 | $333K | Buy |
+2,889
| New | +$333K | 0.04% | 379 |
|
|
2016
Q3 | – | Sell |
-2,611
| Closed | -$398K | – | 408 |
|
|
2016
Q2 | $398K | Buy |
2,611
+1,041
| +66% | +$159K | 0.08% | 206 |
|
|
2016
Q1 | $204K | Buy |
+1,570
| New | +$204K | 0.05% | 301 |
|