RDFA
Ritter Daniher Financial Advisory’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Sell |
158
-207
| -57% | -$20.3K | ﹤0.01% | 241 |
|
|
2025
Q1 | $43.2K | Hold |
365
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $40.2K | Hold |
365
| – | – | 0.01% | 178 |
|
|
2024
Q3 | $44.2K | Hold |
365
| – | – | 0.01% | 168 |
|
|
2024
Q2 | $39.8K | Sell |
365
-6
| -2% | -$654 | 0.01% | 168 |
|
|
2024
Q1 | $46.7K | Hold |
371
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $46.9K | Buy |
371
+6
| +2% | +$758 | 0.02% | 154 |
|
|
2023
Q3 | $44.9K | Buy |
365
+34
| +10% | +$4.18K | 0.02% | 149 |
|
|
2023
Q2 | $48.9K | Hold |
331
| – | – | 0.02% | 137 |
|
|
2023
Q1 | $52.1K | Hold |
331
| – | – | 0.02% | 135 |
|
|
2022
Q4 | $52.5K | Hold |
331
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $45K | Hold |
331
| – | – | 0.03% | 120 |
|
|
2022
Q2 | $42K | Hold |
331
| – | – | 0.03% | 121 |
|
|
2022
Q1 | $45K | Hold |
331
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $45K | Hold |
331
| – | – | 0.03% | 111 |
|
|
2021
Q3 | $40K | Hold |
331
| – | – | 0.03% | 118 |
|
|
2021
Q2 | $43K | Hold |
331
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $42K | Hold |
331
| – | – | 0.03% | 99 |
|
|
2020
Q4 | $38K | Buy |
+331
| New | +$38K | 0.03% | 99 |
|