Sigma Planning Corp’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 | $379K | Buy |
3,860
+289
| +8% | +$28.4K | 0.01% | 898 |
|
|
2025
Q1 | $423K | Buy |
3,571
+738
| +26% | +$87.4K | 0.01% | 801 |
|
|
2024
Q4 | $312K | Sell |
2,833
-1,282
| -31% | -$141K | 0.01% | 910 |
|
|
2024
Q3 | $498K | Buy |
4,115
+201
| +5% | +$24.3K | 0.02% | 750 |
|
|
2024
Q2 | $427K | Sell |
3,914
-2,750
| -41% | -$300K | 0.01% | 793 |
|
|
2024
Q1 | $839K | Buy |
6,664
+2,668
| +67% | +$336K | 0.03% | 555 |
|
|
2023
Q4 | $505K | Sell |
3,996
-3,073
| -43% | -$388K | 0.04% | 455 |
|
|
2023
Q3 | $869K | Sell |
7,069
-57
| -0.8% | -$7.01K | 0.03% | 508 |
|
|
2023
Q2 | $1.05M | Sell |
7,126
-63
| -0.9% | -$9.3K | 0.04% | 435 |
|
|
2023
Q1 | $1.13M | Sell |
7,189
-14
| -0.2% | -$2.2K | 0.04% | 455 |
|
|
2022
Q4 | $1.14M | Buy |
7,203
+66
| +0.9% | +$10.5K | 0.04% | 435 |
|
|
2022
Q3 | $981K | Buy |
7,137
+43
| +0.6% | +$5.91K | 0.04% | 469 |
|
|
2022
Q2 | $908K | Sell |
7,094
-483
| -6% | -$61.8K | 0.03% | 501 |
|
|
2022
Q1 | $1.03M | Buy |
7,577
+1,119
| +17% | +$152K | 0.03% | 527 |
|
|
2021
Q4 | $877K | Buy |
6,458
+11
| +0.2% | +$1.49K | 0.02% | 599 |
|
|
2021
Q3 | $774K | Buy |
6,447
+53
| +0.8% | +$6.36K | 0.02% | 631 |
|
|
2021
Q2 | $829K | Buy |
6,394
+49
| +0.8% | +$6.35K | 0.02% | 616 |
|
|
2021
Q1 | $803K | Buy |
6,345
+585
| +10% | +$74K | 0.03% | 581 |
|
|
2020
Q4 | $666K | Buy |
5,760
+59
| +1% | +$6.82K | 0.02% | 570 |
|
|
2020
Q3 | $659K | Buy |
5,701
+462
| +9% | +$53.4K | 0.03% | 513 |
|
|
2020
Q2 | $554K | Buy |
5,239
+1,334
| +34% | +$141K | 0.02% | 558 |
|
|
2020
Q1 | $434K | Buy |
3,905
+885
| +29% | +$98.4K | 0.03% | 528 |
|
|
2019
Q4 | $315K | Sell |
3,020
-426
| -12% | -$44.4K | 0.01% | 765 |
|
|
2019
Q3 | $379K | Sell |
3,446
-1,219
| -26% | -$134K | 0.02% | 671 |
|
|
2019
Q2 | $537K | Sell |
4,665
-28
| -0.6% | -$3.22K | 0.03% | 527 |
|
|
2019
Q1 | $547K | Sell |
4,693
-277
| -6% | -$32.3K | 0.03% | 484 |
|
|
2018
Q4 | $465K | Buy |
+4,970
| New | +$465K | 0.03% | 460 |
|
|
2016
Q2 | – | Sell |
-2,331
| Closed | -$303K | – | 750 |
|
|
2016
Q1 | $303K | Buy |
+2,331
| New | +$303K | 0.04% | 448 |
|