Safe Harbor Fiduciary’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	$8.84K	Sell	90 -3,630	-98%	-$356K	0.01%	166
2025 Q1	$440K	Sell	3,720 -23	-0.6%	-$2.72K	0.46%	52
2024 Q4	$412K	Buy	3,743 +146	+4%	+$16.1K	0.42%	53
2024 Q3	$436K	Buy	+3,597	New	+$436K	0.41%	52