Sequoia Financial Advisors’s J.M. Smucker SJM Stock Holding History

Sequoia Financial Advisors’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.51M	Buy	15,412 +993	+7%	+$97.5K	0.01%	548
2025 Q1	$1.71M	Sell	14,419 -1,561	-10%	-$185K	0.01%	470
2024 Q4	$1.76M	Buy	15,980 +80	+0.5%	+$8.81K	0.02%	435
2024 Q3	$1.93M	Buy	15,900 +420	+3%	+$50.9K	0.02%	385
2024 Q2	$1.69M	Sell	15,480 -4,940	-24%	-$539K	0.02%	368
2024 Q1	$2.57M	Buy	20,420 +2,430	+14%	+$306K	0.03%	286
2023 Q4	$2.27M	Sell	17,990 -4,107	-19%	-$519K	0.03%	333
2023 Q3	$2.72M	Sell	22,097 -41,114	-65%	-$5.05M	0.05%	199
2023 Q2	$9.33M	Buy	63,211 +2,202	+4%	+$325K	0.16%	110
2023 Q1	$9.6M	Sell	61,009 -3,181	-5%	-$501K	0.21%	92
2022 Q4	$10.2M	Buy	64,190 +59,526	+1,276%	+$9.43M	0.25%	81
2022 Q3	$641K	Sell	4,664 -1,067	-19%	-$147K	0.02%	257
2022 Q2	$734K	Sell	5,731 -849,962	-99%	-$109M	0.02%	265
2022 Q1	$116M	Sell	855,693 -168,354	-16%	-$22.8M	2.9%	5
2021 Q4	$139M	Buy	1,024,047 +1,012,751	+8,966%	+$138M	3.79%	5
2021 Q3	$1.36M	Buy	11,296 +4,847	+75%	+$582K	0.14%	91
2021 Q2	$836K	Sell	6,449 -776	-11%	-$101K	0.03%	220
2021 Q1	$914K	Sell	7,225 -2,370	-25%	-$300K	0.04%	198
2020 Q4	$1.11M	Buy	9,595 +23	+0.2%	+$2.66K	0.05%	179
2020 Q3	$1.11M	Buy	9,572 +395	+4%	+$45.6K	0.06%	156
2020 Q2	$971K	Sell	9,177 -46	-0.5%	-$4.87K	0.06%	153
2020 Q1	$1.02M	Sell	9,223 -8,437	-48%	-$937K	0.08%	118
2019 Q4	$1.84M	Buy	17,660 +1,678	+10%	+$175K	0.12%	103
2019 Q3	$1.76M	Sell	15,982 -812	-5%	-$89.3K	0.13%	94
2019 Q2	$1.93M	Buy	16,794 +1,218	+8%	+$140K	0.14%	86
2019 Q1	$1.82M	Sell	15,576 -1,882	-11%	-$219K	0.15%	86
2018 Q4	$1.63M	Buy	17,458 +1,651	+10%	+$154K	0.19%	78
2018 Q3	$1.62M	Sell	15,807 -6,093	-28%	-$625K	0.16%	88
2018 Q2	$2.35M	Buy	21,900 +6,414	+41%	+$689K	0.25%	69
2018 Q1	$1.92M	Buy	15,486 +91	+0.6%	+$11.3K	0.2%	78
2017 Q4	$1.91M	Buy	15,395 +446	+3%	+$55.4K	0.2%	81
2017 Q3	$1.57M	Buy	14,949 +383	+3%	+$40.2K	0.19%	84
2017 Q2	$1.72M	Buy	14,566 +2,180	+18%	+$258K	0.21%	84
2017 Q1	$1.62M	Sell	12,386 -177	-1%	-$23.2K	0.21%	82
2016 Q4	$1.61M	Sell	12,563 -1,016	-7%	-$130K	0.23%	74
2016 Q3	$1.84M	Buy	13,579 +3,364	+33%	+$456K	0.34%	51
2016 Q2	$1.56M	Buy	10,215 +54	+0.5%	+$8.23K	0.44%	55
2016 Q1	$1.32M	Sell	10,161 -3,123	-24%	-$405K	0.43%	51
2015 Q4	$1.64M	Sell	13,284 -7,476	-36%	-$922K	0.66%	36
2015 Q3	$2.37M	Buy	20,760 +10,203	+97%	+$1.16M	1.03%	22
2015 Q2	$1.14M	Buy	10,557 +417	+4%	+$45.2K	0.48%	47
2015 Q1	$1.17M	Sell	10,140 -7,621	-43%	-$882K	0.54%	43
2014 Q4	$1.79M	Buy	17,761 +5,221	+42%	+$527K	1.23%	19
2014 Q3	$1.24M	Buy	12,540 +206	+2%	+$20.4K	0.86%	27
2014 Q2	$1.31M	Buy	12,334 +6	+0%	+$639	1%	22
2014 Q1	$1.2M	Buy	12,328 +5,510	+81%	+$536K	1%	19
2013 Q4	$706K	Buy	+6,818	New	+$706K	0.58%	42