Silver Oak Securities’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
$304K Buy
+3,100
New +$304K 0.02% 535
2023
Q3
Sell
-5,363
Closed -$792K 496
2023
Q2
$792K Buy
5,363
+3,766
+236% +$556K 0.13% 168
2023
Q1
$251K Buy
+1,597
New +$251K 0.04% 322