Rise Advisors’s J.M. Smucker SJM Stock Holding History

Rise Advisors’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.5K	Sell
2025 Q2	$11.2K	Buy
2025 Q1	$12.6K	Buy
2023 Q2	–	Sell
2023 Q1	$4.2K	Hold
2022 Q4	$4.2K	Buy
2022 Q3	$4K	Hold
2022 Q2	$3K	Hold
2022 Q1	$4K	Hold
2021 Q4	$3.5K	Buy