Resonant Capital 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 | $1.45M | Buy |
14,753
+432
| +3% | +$42.4K | 0.09% | 132 |
|
|
2025
Q1 | $1.7M | Buy |
14,321
+952
| +7% | +$113K | 0.12% | 117 |
|
|
2024
Q4 | $1.47M | Buy |
13,369
+200
| +2% | +$22K | 0.11% | 124 |
|
|
2024
Q3 | $1.59M | Sell |
13,169
-1,524
| -10% | -$185K | 0.12% | 120 |
|
|
2024
Q2 | $1.6M | Buy |
14,693
+365
| +3% | +$39.8K | 0.13% | 117 |
|
|
2024
Q1 | $1.8M | Buy |
14,328
+93
| +0.7% | +$11.7K | 0.15% | 116 |
|
|
2023
Q4 | $1.8M | Sell |
14,235
-575
| -4% | -$72.7K | 0.17% | 112 |
|
|
2023
Q3 | $1.82M | Buy |
14,810
+28
| +0.2% | +$3.44K | 0.19% | 97 |
|
|
2023
Q2 | $2.18M | Sell |
14,782
-87
| -0.6% | -$12.8K | 0.24% | 91 |
|
|
2023
Q1 | $2.34M | Buy |
14,869
+5
| +0% | +$787 | 0.27% | 88 |
|
|
2022
Q4 | $2.36M | Buy |
14,864
+53
| +0.4% | +$8.4K | 0.29% | 85 |
|
|
2022
Q3 | $2.04M | Sell |
14,811
-139
| -0.9% | -$19.1K | 0.31% | 81 |
|
|
2022
Q2 | $1.91M | Sell |
14,950
-32
| -0.2% | -$4.1K | 0.3% | 83 |
|
|
2022
Q1 | $2.06M | Buy |
14,982
+473
| +3% | +$65K | 0.31% | 75 |
|
|
2021
Q4 | $1.97M | Buy |
14,509
+1,275
| +10% | +$173K | 0.3% | 71 |
|
|
2021
Q3 | $1.59M | Buy |
13,234
+1,378
| +12% | +$165K | 0.28% | 76 |
|
|
2021
Q2 | $1.54M | Buy |
11,856
+84
| +0.7% | +$10.9K | 0.3% | 73 |
|
|
2021
Q1 | $1.49M | Buy |
11,772
+539
| +5% | +$68.2K | 0.31% | 73 |
|
|
2020
Q4 | $1.3M | Buy |
11,233
+901
| +9% | +$104K | 0.31% | 73 |
|
|
2020
Q3 | $1.19M | Buy |
10,332
+366
| +4% | +$42.3K | 0.34% | 69 |
|
|
2020
Q2 | $1.06M | Sell |
9,966
-2,581
| -21% | -$273K | 0.31% | 70 |
|
|
2020
Q1 | $1.39M | Buy |
12,547
+466
| +4% | +$51.7K | 0.51% | 63 |
|
|
2019
Q4 | $1.26M | Buy |
+12,081
| New | +$1.26M | 0.4% | 79 |
|