Resonant Capital Advisors’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,216	Closed	-$217K	–	518
2025 Q4	$217K	Sell	2,216 -449	-17%	-$46.4K	0.01%	412
2025 Q3	$289K	Sell	2,665 -12,088	-82%	-$1.31M	0.02%	336
2025 Q2	$1.45M	Buy	14,753 +432	+3%	+$47.5K	0.09%	132
2025 Q1	$1.7M	Buy	14,321 +952	+7%	+$103K	0.12%	117
2024 Q4	$1.47M	Buy	13,369 +200	+2%	+$23K	0.11%	124
2024 Q3	$1.59M	Sell	13,169 -1,524	-10%	-$180K	0.12%	120
2024 Q2	$1.6M	Buy	14,693 +365	+3%	+$41.3K	0.13%	117
2024 Q1	$1.8M	Buy	14,328 +93	+0.7%	+$11.8K	0.15%	116
2023 Q4	$1.8M	Sell	14,235 -575	-4%	-$66.6K	0.17%	112
2023 Q3	$1.82M	Buy	14,810 +28	+0.2%	+$3.98K	0.19%	97
2023 Q2	$2.18M	Sell	14,782 -87	-0.6%	-$13.3K	0.24%	91
2023 Q1	$2.34M	Buy	14,869 +5	+0%	+$759	0.27%	88
2022 Q4	$2.36M	Buy	14,864 +53	+0.4%	+$7.89K	0.29%	85
2022 Q3	$2.04M	Sell	14,811 -139	-0.9%	-$18.9K	0.31%	81
2022 Q2	$1.91M	Sell	14,950 -32	-0.2%	-$4.27K	0.3%	83
2022 Q1	$2.06M	Buy	14,982 +473	+3%	+$64.5K	0.31%	75
2021 Q4	$1.97M	Buy	14,509 +1,275	+10%	+$163K	0.3%	71
2021 Q3	$1.59M	Buy	13,234 +1,378	+12%	+$175K	0.28%	76
2021 Q2	$1.54M	Buy	11,856 +84	+0.7%	+$11.2K	0.3%	73
2021 Q1	$1.49M	Buy	11,772 +539	+5%	+$63.6K	0.31%	73
2020 Q4	$1.3M	Buy	11,233 +901	+9%	+$105K	0.31%	73
2020 Q3	$1.19M	Buy	10,332 +366	+4%	+$40.8K	0.34%	69
2020 Q2	$1.05M	Sell	9,966 -2,581	-21%	-$290K	0.31%	70
2020 Q1	$1.39M	Buy	12,547 +466	+4%	+$49.8K	0.51%	63
2019 Q4	$1.26M	Buy	+12,081	New	+$1.28M	0.4%	79